Dear Colleague: If you are like most advisors, you’re increasingly focused on an approach to portfolio construction that incorporates risk management so as to create an optimal asset allocation that meets your clients’ goals.
In order to capture the latest trends and advancements in portfolio construction, we are preparing a special research report on how advisors are utilizing portfolio construction services and tools. And we’ve identified you as someone whose background and experience will improve the collective insights we deliver on the future of portfolio construction.
Can you take a few minutes to help us with a quick survey? (Seriously, it should take only about 5 minutes to share your views with us).
As a token of our appreciation for your participation, we’ll enter your name in a drawing for one of ten $100 American Express gift cards we’re giving away to our survey takers. And we’ll send you a free copy of the research report (value: $1,000) so you can compare your viewpoints with peers across a variety of factors.
Our survey sample is small, so your cooperation is critical to our success. Rest assured that your answers will only be used in conjunction with the others we receive.'
Taking the survey is a snap—simply click here.
Thanks in advance for helping us with our research.
Cordially,
Jay McSherry
Group Marketing Director
WealthManagement.com
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