- Financial Advisor Webinar Series
- The Answer For Today’s RIAs Is Active Management, Says Successful RIA-Owner Ken Solow
- Ken Solow
- Pinnacle Advisory Group, Inc,
- 06/01/12 4:00 PM EST
- You must be registered and logged into download the slides
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- CE Credit:
Traditional strategic asset allocation is a high-risk business strategy for advisors, says Ken Solow, who’s built a firm managing more than $1 billion. As an alternative, advisors might want to consider tactically managing client portfolios.
At this webinar, you will hear about:
•why MPT is flawed in secular bear markets
•how to best use benchmarks in guiding client portfolio policy
•three building blocks in active portfolio management
•three methods for generating alpha
•business issues in implementing active management
Presenter Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner and Chief Investment Officer at Pinnacle Advisory Group, Inc., a Registered Investment Advisor. His 2009 book, Buy and Hold is Dead (Again), marks a historic shift in how private wealth advisors view investment management. Solow has been published in The Journal of Financial Planning, Smart Money, The Baltimore Sun, The Globe and Mail, Financial Planning Magazine, and the Wall Street Transcript.
Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on webinar replays by registering at Advisors4Advisors.com.
Note: This webinar is eligible for CFP® CE credit and for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.
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0 of 0 people found the following review helpfulvery informative addressing critical current issues given market volatility and client perceptions
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