Personalizing Portfolio Construction for Modern Advisory Firms

Our team is looking forward to presenting tomorrow at the upcoming GMO Conference: “Personalizing Portfolio Construction: Goals-Based Strategies for Modern Advisory Firms.”

We’ll explore how firms can solve what we call “the scalability paradox” by connecting financial plans and portfolios through intelligent optimization. The session also walks through how firms are integrating private market investments and other custom-building blocks. The case study at the end brings it all together, showing how this framework seeks to improve outcomes and deepen client trust.

This photo is from Adam Scully-Power, CIMA®, CPWA® and Matthew Kadnar, CFA’s dry run with our GMO colleagues. Grateful to have so many thoughtful people helping shape the message so it’s as valuable as possible for attendees.

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