Discover the Strategic Benefits: Partnering with an Asset Manager for Model portfolios offers invaluable resources for clients and offers scale to your business, streamlining comprehensive investment solutions, and freeing up time for client-centric relationship management. Advisors are leveraging partner portfolio utilization to elevate both their business and client outcomes.
Join us in an upcoming webinar to explore:
- Diversification and expertise
- Scale and efficiency
- Risk management
- Due diligence
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
DeFred (Fritz) G. Folts III
Co-founder and Chief Investment Strategist
3EDGE Asset Management
Andre Freyer - Moderator
iShares Institutional Sales
Paul Riccardella, CFA, CAIA
Head of Americas Wealth Indexed Investment Coverage
David Armstrong - Host
Executive Content Director
Wealth Management | Informa Connect
Investing involves risk, including possible loss of principal.
Diversification and asset allocation may not protect against market risk or loss of principal.
No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.
The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.
The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.
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