The next evolution of personalized wealth management is customized investing. This is a key trend that builds on direct indexing but offers greater control over asset allocation, asset selection, and portfolio optimization efforts like rebalancing, tax management, and values-based investing.
In this webinar, Vise Co-Founder and Chief Investment Officer, Runik Mehrotra, Senior Investment Strategist Travis Fairchild, CFA ® and Account Manager Laura Foster, CFA ® explain how this trend can help advisors win new clients and deepen existing relationships.
Join us and walk away with actionable tips on:
- Why legacy solutions no longer meet client expectations
- How to talk to clients about direct indexing vs. custom indexing
- The new tools and technology that open the door for greater personalization
- How customized portfolios create greater tax optimization for clients and the ability to pursue higher expected returns
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Co-Founder and Chief Investment Officer
James Vogl, CFA
Senior Investment Strategist
Laura Foster, CFA ®
Davis Janowski - Host