EPISODE · Feb 29, 2024 · 20 MIN

Models vs Bespoke Portfolios

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance. www.connectingthedollars.com

Episode metadata supplied by the publisher feed · Published Feb 29, 2024

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Models vs Bespoke Portfolios

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