Episode 295: How to Evaluate Investment Managers

Podcast: Family Office Daily · M.C. Laubscher

Opublikowano: 2026-10-23

Stop evaluating investment managers based on past performance alone and start using the family office framework that prioritizes philosophy, process, downmarket protection, fee alignment, and transparent communication over manipulated performance charts. In this episode of Family Office Daily, M.C. Laubscher reveals why choosing the wrong investment manager is one of the most expensive mistakes in lost opportunity and misaligned strategy—teaching you to evaluate philosophy first asking what they believe about wealth building and risk management, then process examining how they make disciplined decisions with documented criteria, third track record focusing on capital preservation in down markets not ju...