Skip to main content
Diana Tenkova

Diana Tenkova

Aug 7, 2026

JamesHOST
21:06
Mm
21:06
... um, that he needed.
21:08
And what he won with starting to invest and also work with those boutiques was being able to, um, jump on a call with a portfolio manager who can tell him, "Hey, this is what happened.
21:22
This is why it happened, and this is what we are doing about it." Right? So that peace of mind, um, to him, uh, was actually one of the, one of the most important, um, benefits of actually starting to work with these, um, with these smaller, more boutique managers.
21:43
That personal relationship that he was getting.
21:46
And then I guess another very important aspect of the relationship is the educational aspect.
21:52
So a lot of investors, they want to become better investors over the long term, right? So, um, in a...
JamesHOST
23:54
What, what should be on my checklist of, of questions to be asking in that first, that f- first interview, do you think?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.