Model Behavior Ep. 2: Scalable Model Portfolios
Échec de l'ajout au panier.
Veuillez réessayer plus tard
Échec de l'ajout à la liste d'envies.
Veuillez réessayer plus tard
Échec de la suppression de la liste d’envies.
Veuillez réessayer plus tard
Échec du suivi du balado
Ne plus suivre le balado a échoué
Model Behavior Ep. 2: Scalable Model Portfolios
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Model Behavior, hosted by Sonali Basak, helps advisors understand how to integrate alternative investments into model portfolios—making portfolios more diversified, resilient, and outcomes-driven.
In this episode, Jen Wing of GeoWealth explores scalable private market strategies, obstacles like knowledge and access gaps, and the benefits of blended public/private models. Learn how RIAs can simplify onboarding, due diligence, and portfolio management—and deliver differentiated outcomes for clients. Subscribe for more insights on model portfolios and actionable strategies to enhance advisor offerings.
Pas encore de commentaire