EPISODE · Dec 26, 2024 · 25 MIN
30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley
from Land & Everything Else · host Dr. Craig Lemoine & Ailie Elmore
Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs.PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosureConnect with us!Dan Crowley on LinkedInZach Ivey on LinkedInSavant Wealth ManagementDr. Craig Lemoine on LinkedInAgriculture Focused Financial PlanningLand & Everything Else YouTube Channel
What this episode covers
Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs. PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure Connect with us! D...
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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley
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