Aligning client expectations with reality

This is an excellent InvestmentNews profile of International Assets Advisory (IAA) CEO Ed Cofrancesco! Years of managing portfolios for clients from around the world have taught Ed as much about human nature as it has international investing. As he explains in this article, the keys to communicating with international clients, who vary in English language proficiency, are due diligence and transparency. At IAA, Ed has trained our team on how to be certain the client is informed and understands risks and potential rewards. 

 

Read the full article here: Aligning client expectations with reality