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The Asset Allocator: Filtering Portfolio Ideas

EPISODE · Jan 2, 2020 · 5 MIN

The Asset Allocator: Filtering Portfolio Ideas

from SA For FAs · host Seeking Alpha

A portfolio should be tailored to the investor’s individual needs. That’s why people hire advisors, for a more objective view of their finances. This podcast (5:08) argues that advisors should build customized, resilient portfolios on the basis of broad asset classes, adding new items when they serve the client’s investment policy, restore balance and tilt the portfolio in a manner suited to client preferences.Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Asset Allocator: Filtering Portfolio Ideas

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