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How Top Financial Advisors Protect & Grow Client Portfolios Panel
Released on Thursday, August 24, 2017•STRATEGIES
In a world where hedge funds, private equity, real estate, impact investing, and other alternative investments dominate the headlines, portfolios ranging from 60% to 80% equities and 20% to 40% fixed-income securities appear to be anachronisms. Hear how these advisors are adapting their clients' portfolios to square with new realities and deliver returns that help clients reach their financial goals.
Catherine Avery
Catherine Avery Investment Management (CAIM),
Founder
Diane Harris
Personal Finance Journalist,
PBS/Forbes Columnist
Justina Lai
Wetherby Asset Management,
Director of Impact Investing
Kate Stalter
Cabot Wealth Network,
Contributor
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