Explore the strategic advantages of partnering with asset managers for model portfolios.

Partner for Portfolios:

Scale and Differentiation with Models

DATE:
Thursday
November 30, 2023

TIME:
2:00 PM ET
11:00 AM PT

Discover the Strategic Benefits: Partnering with an Asset Manager for Model portfolios offers invaluable resources for clients and offers scale to your business, streamlining comprehensive investment solutions, and freeing up time for client-centric relationship management. Advisors are leveraging partner portfolio utilization to elevate both their business and client outcomes.

Join us in an upcoming webinar to explore:

Diversification and expertise
Scale and efficiency
Risk management
Due diligence

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

DeFred (Fritz) G. Folts III

Co-founder and Chief Investment Strategist

3EDGE Asset Management

Andre Freyer - Moderator

Vice President

iShares Institutional Sales

Paul Riccardella, CFA, CAIA

Head of Americas Wealth Indexed Investment Coverage

MSCI

David Armstrong - Host

Executive Content Director

Wealth Management | Informa Connect

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Investing involves risk, including possible loss of principal.

Diversification and asset allocation may not protect against market risk or loss of principal.

No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

The information presented does not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy or investment decision.

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BlackRock is not affiliated with WealthManagement.com or MSCI.

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