Thursday Feb 29, 2024

Models vs Bespoke Portfolios

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.

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