How to Find the Right Investment Firm for Your Assets with Grays Peak Capital LP’s Scott Stevens

How to Find the Right Investment Firm for Your Assets

Picking the right investment firm can multiply your assets and help you create greater wealth. Picking the wrong one can hurt your prospects. You could also decide to go at it alone, which is another way of managing your funds. However, picking the right investment firm means giving your assets over to a team that has expert knowledge and experience in the investment and asset management field. So, how do you decide which investment firm is right for you? Scott Stevens, partner at Grays Peak Capital LP, offers three considerations to evaluate when determining the right investment firm to manage your assets.

What is Your Net Worth?

This may sound like a simple question, but it has profound implications on the type of investment firm you should work with. For example, if your net worth is lower than $100,000, says Scott Stevens, you are probably better off investing the money yourself. Most investment firms have fees, and if your assets cannot absorb these fees, you may end up losing out in the long run. Some investment options you can consider are robo advisors and discount brokers. If you have assets of between $100,000 and $1 million, you may benefit from working with a full-service broker, asset manager, or wealth management firm. The bottom line, says Scott Stevens, is that your net worth determines the type of investment firm you should work with to maximize your returns.

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About Scott Stevens

Scott has over twenty years of global investment experience in finance, technology, consulting and M&A. Prior to Grays Peak, Scott was a Portfolio Manager at some of the leading equity long/short hedge funds spanning a successful sixteen year career in public market investing.

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