Models vs Bespoke Portfolios

Episode 44 of the Connecting the Dollars by Propel Financial Advisors podcast, hosted by Emily Agosto - Propel Financial Advisors, titled "Models vs Bespoke Portfolios" was published on February 29, 2024 and runs 20 minutes.

February 29, 2024 ·20m · Connecting the Dollars by Propel Financial Advisors

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Summary

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 Description

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

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