Hosts
Brendan Kruh, Investment Associate, Symmetry Partners, LLC
Description
Financial Advisors striving to grow their firms are often bogged down by the challenges of running their businesses, including prospecting and marketing. On top of that, they’re typically providing financial and tax planning, coaching and education, and portfolio management—and they have compliance and regulatory responsibilities.
For many Advisors, trying to do all of the above is nearly impossible. Time and resources aren’t infinite. And specialized expertise is often required, especially when it comes to investments.
This is where using an outsourced Chief Investment Officer (OCIO) solution can make a real difference.
FOR FINANCIAL PROFESSIONALS ONLY
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