how to take advantage of an investment opportunity?

I have a friend/old coach who I lost touched with years ago. We recently been exchanging emails about investing in stocks, bonds, and mutual funds. I don’t have a lot of money and I’m looking to put a little of the money I do have to work. Come to find out my friend is a CEO of a private wealth management firm. He told me to call him, but I’m a little shy. What should I be doing in this situation? I just don’t know what to say if I do call.

if he is a ceo of a private wealth management firm your little bit of money would mean little to him. if he is running money out of his basement and calling himself a ceo he may want your money and he will more than likely lose it.

disclaimer, this post is for information purposes only, no specific advice is provided or implied.

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3 Responses to how to take advantage of an investment opportunity?

  1. eternal student says:

    Private Wealth Managers cater to wealthy individuals. So, you may not be a prospective client, if you don’t have a lot of wealth. It is good that you are thinking about saving and investing. You should continue your learning process and do it slowly. Consider opening a Roth IRA account.References :

  2. Samantha17 says:

    Ask him what his investment philosophy is. Personally I’ll manage my own funds however if he can tell you that he is a value investor based on Benjamin Graham’s, Warren Buffett’s and Peter Lynch’s principles then there is some hope that he can manage your money effectively. Study those people’s principles. See the links below.References : http://www.investopedia.com/university/greatest/
    http://www.allbusiness.com/banking-finance/financial-markets-investing-investment/6723513-1.html

  3. Johnny Wadd says:

    if he is a ceo of a private wealth management firm your little bit of money would mean little to him. if he is running money out of his basement and calling himself a ceo he may want your money and he will more than likely lose it.

    disclaimer, this post is for information purposes only, no specific advice is provided or implied.References :

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