Advisor Consultant partnering with Financial Professionals. I bring valuable perspective on portfolio construction, investment solutions, intellectual capital, and practice management.
@Brian Griggs underscores the critical importance of private markets allocations in portfolio development in a recent bylined article by @@Financial Advisor Magazine. Highlighted is Nuveen's portfolio analysis sessions for advisors, emphasizing the estimation of each holding's exposure to different risk and return factors. https://bit.ly/4cev204