Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

In Episode 6 : "Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio," Brett Croft compares index funds (e.g., S&P 500 ETF) to active management, unveiling three DIY portfolios for UHNW clients. He explores crafting the "perfect portfolio" by balancing risk, returns, and simplicity. Tune in for actionable strategies to optimize wealth with transparent, low-cost investing.Produced by 32Q LLC

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Episode 6: Index vs. Active Scorecard, 3 DIY Portfolios, The Perfect Portfolio

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