Favorite key takeaways from “Innovative Investment Strategies” at the Tiburon Strategic Advisors CEO Summit roundtable

Five of our favorite key takeaways from Matthew Kadnar, CFA and other panelists on “Innovative Investment Strategies” at the Tiburon Strategic Advisors CEO Summit roundtable:

1/ Personalizing portfolios without knowing anything about the client = like tailoring a suit without taking measurements.

2/ Advisory firms are saying: “90% of my clients are in the moderate model… and we know that’s not right.”

3/ Institutional tools are being re-packaged to help advisors deliver better advice. 💯💯

4/ Advisors are moving beyond relative benchmarks to absolute, outcome-based conversations. Ross Znavor

5/ The single thing that all these ‘model portfolios’ have in common is that they know nothing about the client.

Grateful to Gerard Michael of Smartleaf for facilitating, and to the panelists for a high-signal conversation.

#goalsbasedinvesting #riskalignment #innovation