Portfolio Base Building

Rapid advances in financial technology are allowing tried-and-true investment principles – such as the power of diversification and the relationship between risk and return – to be applied broadly across the advisor book of business without sacrificing the necessary attention to each client’s unique circumstances. The key is building a strong portfolio BASE. Tune in to hear SMArtX Advisory Solutions’ Dan Phillips, CFA, Chief Investment Officer, and Dave Robinson, Head of Strategic Partnerships, discuss Portfolio BASE Building.