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.
Dec 17 202520 min