Mo talks to anyone who may have an interest in using a robo-advisor in their investment life. He explains for whom and how they should possibly approach this. He also explores factors such as the amount of money to invest and complexities of your financial life as he suggests taking a piecemeal approach. He also extols the values of working with a human being who would have a better sense of your personal approach such as your risk appetite.
You can learn more about CloudVestors and reach out to Moise Piram and the team by visiting the website below.
See omnystudio.com/listener for privacy information.
