notices - See details
Notices
DL
Dave Larrabee (not verified)
25th June 2015 | 1:35pm

Michael,

Thanks for visiting Enterprising Investor and contributing to the discussion. Your points are well-taken, particularly the distinction you draw between “active” private wealth managers who focus on client solutions and build portfolios made up of passive and active products, and those investment professionals who create and manage the active products. I would only add that I think there are still many skilled active fund managers, CFA charterholders among them.

Dave