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| Understands your goals, situation and personality | ||||||||
| Knowledgeable about global economy and dynamics of financial markets | ||||||||
| Advocates investment ideas that are right for you | ||||||||
| Responsive to your requests for information and explanations | ||||||||
| Portfolio has performed well | ||||||||
| Portfolio has right amount of volatility for your goals and personality | ||||||||
| Portfolio is diversified globally | ||||||||
| Portfolio protects against declines in value of dollar | ||||||||
| Portfolio manager tracks tax basis and holding periods of all securities and avoids short-term capital-gains taxes | ||||||||
| Have good interpersonal chemistry with portfolio manager | ||||||||
| Fees and commissions are reasonable | ||||||||
| Clear what you’re paying for, how much you’re paying and what your advisor’s other compensation arrangements are | ||||||||
| Portfolio management and investment advice is within context of fiduciary relationship | ||||||||
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