What’s truly the best way to allocate client assets? Are off-the-shelf investment models the most efficient means to provide diversification? Are they a compliance or due diligence headache? Can strategist-managed portfolios offer better solutions at a reasonable cost? What about alternative investments?
This educational panel discussion will focus on examining the pros and cons of “do-it-yourself” models versus outsourcing investment management to third parties.
Moderated by WealthManagement.com Alternative Investments Editor Brad Zigler, this interactive discussion will be anchored by Tom McCarthy. Joining him is Joe Burns to offer perspectives on alternatives and portfolio diversification. Panelists will field live questions from attendees.
Coming out of this discussion, attendees will be able to:
- Assess if outsourcing is the right investment management option for their practice
- Understand the utility of alternative investments
- Determine the best array of investment models or strategies to have on hand
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Tom McCarthy
SVP, National Sales Strategy Leader
AssetMark
Joe Burns
Managing Director
iCapital
Brad Zigler - Moderator
Alternative Investment Editor
Wealth Management Magazine