The next evolution of personal wealth management is customized investing. This is a major trend that builds on direct indexing, but provides greater control over asset allocation, asset selection, and portfolio optimization efforts such as rebalancing, tax management, and value-based investing.
In this webinar, Vice Co-Founder and Chief Investment Officer, Runik Mehrotra, Senior Investment Strategist Travis Fairchild, CFA® and Account Manager Laura Foster, CFA® explain how this trend is helping advisors win new clients and deepen existing relationships. How can you help?
Join us and walk away with actionable tips:
- Why legacy solutions no longer meet customer expectations
- How to Talk to Customers About Direct Indexing vs. Direct Indexing? custom indexing
- New tools and technologies that open doors to greater personalization
- How customized portfolios create the ability for clients to achieve greater tax optimization and higher expected returns
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.
Co-Founder and Chief Investment Officer
Travis Fairchild, CFA®
senior investment strategist
Laura Foster, CFA®