John Bussa • Southfield, MI
Lincoln Financial Advisors Corp.
Money managers are critical to delivering results for our clients, and we are rigorous in our vetting. I look at several criteria: Do they have actively managed strategies that are in line with our investment philosophy? Do they have strategies that can work well with clients of various risk profiles? Do they have the ability to be highly flexible and tactical under all market conditions? Most equity managers have a very low standard deviation to the overall market—we want managers with the ability to move from fully invested to cash to even short the market.
Second, do they have a defined and repeatable business model with consistent results over time? Those repeatable practices are critical in our assessment.
Disclosure: John Bussa is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer, registered investment advisor and an insurance agency. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Photography by Darrel Ellis
