Revisor Wealth Management Partners' Landon Jones, MBA, CFP and Ethan Dunbar, CFA, join the show in a very engaging and entertaining conversation that you don't want to miss! In this episode we discuss the benefits of outsourcing investment management, and all things direct indexing including how it's different than SMAs. And there might be a quick discussion about eggs and some tennis stories.
Revisor Wealth Management Partners: www.https://www.revisorpartners.com/
Learn more about the award-winning Zephyr: https://informaconnect.com/zephyr/