"Portfolio Management"

“Market turmoil and volatility over the last decade and especially since the credit crisis that began in 2008 have structurally and irrevocably changed the investment landscape. Of the four worst bear markets of the last 100 years, two have occurred this decade.

Advisors are looking for better investment approaches and more time to serve their clients. Investors are looking for better portfolios that can weather the markets inevitable ups and downs.”

Future of Portfolio Management