Questions to ask a Chief Investment Officer

Finding the perfect Chief Investment Officer for your company can be a very difficult task. You want to make sure that the person you are interviewing is the best fit for you, as well as your circumstances. A.G. Campbell Advisory has compiled a list of five questions to ask a Chief Investment Officer to ensure that you are being paired with the right person.

Questions to ask a Chief Investment Officer

Here are five questions you should always ask a potential Chief Investment Officer:

What are your organization and planning processes?

This will show if the candidate’s organizational methods mesh well with your company’s processes. It will also indicate whether or not the client is proficient in organization and planning.

What is the key to an effective budget?

This will show you if the CIO candidate has strong budgeting skills, as well as proper experience in their field.

What does a weak investment portfolio look like?

Being able to properly identify weaknesses in investment portfolios is an absolute must for a potential CIO. A CIO should be able to identify failures of other businesses or peoples to ensure that your company won’t make the same mistakes.

What are some of the biggest challenges of budgeting?

It’s important to find a candidate that will be transparent and honest about challenges they face, as well as an understanding of how they can better themselves.

What are your biggest strengths in analyzing data?

It’s important to find a candidate that is proficient as well as confident in their ability to perform the necessary tasks for the position.

A.G. Campbell Advisory, LLC

A.G. Campbell Advisory, LLC is an independent investment advisory firm with offices in Baltimore, Maryland and Naples, Florida, offering individuals and institutions custom investment advice, financial planning and family office services.  A.G. Campbell was founded in 2012 by veteran industry professionals to address the need for a high-quality firm where clients have access to the resources of a large firm, without the inflexibility and conflicts of interest inherent in a larger financial institution.  The principal objective of A.G. Campbell is to advise our clients on how to grow and preserve their wealth for themselves and for their families.  Our client’s best interests are of paramount importance and the foundation of our work.