Finding a Manager Who Suits You
ORGANIZATION/PHONE COMMENTS
ADVISORLINK A free evaluation and referral service that
800 348-3601 matches investors with $15,000 or more
with a prescreened money-management firm.
INSTITUTE FOR Provides referrals to certified money
INVESTMENT managers who have been in business at
MANAGEMENT least three years.
CONSULTANTS
800 449-4462
INVESTMENT Educational association offers referrals to
MANAGEMENT accredited money managers and brokers
CONSULTANTS ASSN. with a minimum of three years' experience.
303 770-3377
LICENSED Gives referrals of certified public
INDEPENDENT accountants who also serve as money
NETWORK OF CPAs managers.
800 737-2727
DATA: BUSINESS WEEK
|