April 2021

Investment Management Succession Planning for the DIYers

You are capable of managing your own investments, but if you can’t, who will take your place? We explain the value of an investment management succession plan.

Over the years, Bradley, Foster & Sargent has received countless requests to discuss potential investment advisory relationships. In our experience, a significant number of these inquiries are made by “Do-It-Yourselfers,” or DIYers. DIYers are individuals who currently manage their own investments but also recognize the need for a trustworthy and competent partner to whom they can one day hand over control of their investments when they can no longer manage things on their own.

Keith G. LaRose

Executive Vice President