LAKE MARY, Fla. – Entrust Administrative Services president Glen Mather recently told the Miami Finance Forum that most small investors have learned that financial scandals and a general economic downturn have put more emphasis on individual control of investment decisions and a return to fundamental investment principals.
The recent Miami Finance Forum discussion topic---Crisis in the Financial Markets, How to Protect Yourself and Your Company in a TARP and Post-Madoff World---invited four panelists, including Mather, to offer their perspectives on financial strategies.
The breakfast session, which was open to Miami Finance Forum members and guests, focused on how corporate money managers are dealing with the recession.
Mather, whose offices in Lake Mary, Boca Raton, Chicago and Jacksonville administer more than 2,000 self-directed retirement accounts with assets worth more than $200 million, said he is already seeing a change in the markets.
“Individual investors have learned that you can’t just trust funds managers,” Mather said. “They are studying their investment opportunities closely, and they are following the fundamentals. They are taking control, and they are smart enough to know they have to learn their way around investment strategies before they take a position,” he said.
Mather said small individual investors want documentary evidence from investment managers.
“These investors want to know track records, their manager’s ability to report, how they are regulated how they are managed and how they protect investors assets,” Mather said. “They aren’t interested in blindly trusting money managers,” he explained.
For more information, contact:
Glen Mather, President Entrust Administrative Services, Inc. 407-367-3472 gmather@entrustfl.com;
Larry Vershel, Larry Vershel Communications 407-644-4142 lvershelco@aol.com
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