What steps to take if need a manager to help with my portfolio?
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  • Author

    1mo

    When I realized I needed a manager to help with my investment portfolio, I reached out to Selena from WBG Online (selena@wbgreco.online
    ) after a... friend recommended her. I started with a relatively small portfolio that was scattered across different accounts and performing inconsistently.

    Selena took the time to understand my goals and risk tolerance, then reorganized my holdings into a more balanced mix of equities, bonds, and a few growth-focused ETFs. She also introduced me to dividend reinvestment strategies and helped me move some underperforming assets into better-performing sectors.

    Within about six months, my overall portfolio was up around 15%, and for the first time, I had a clear, structured investment plan. What impressed me most was her transparency—she provided detailed monthly reports and explained each adjustment in plain language.

    Working with Selena not only boosted my returns but also gave me confidence and peace of mind about my financial future.
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  • If you’re looking for a manager to help with your portfolio, the first step is to clarify your goals, what kind of projects or roles you’re targeting... and what strengths you want to highlight.

    Next, identify potential mentors or managers in your field who have experience with portfolios similar to yours. Reach out with a concise, professional message explaining what guidance you’re seeking and why you admire their work.

    It also helps to prepare a draft portfolio beforehand, even a basic version — so they can see your current work and provide actionable feedback.

    Once you start building these relationships, you can gradually expand your network and get more tailored support.

    If you want, feel free to reach out to me directly, I can discuss your goals and help connect you with the right guidance or resources to improve your portfolio effectively.
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