Should I Do a Roth Conversion This Year?
Alternative investments are no longer just a buzzword; they’re transforming portfolios for all types of investors. Once exclusive to sophisticated investors, this asset class is now gaining wider traction.
Watch to learn more about the asset class that institutional investors have incorporated for decades, and the opportunities that are emerging for smaller organizations and individuals.
Speakers
- Chelsea Seibel, CFP®, Financial Consultant
- Jeffrey Ingraham, CFA®, CAIA, Managing Director, Portfolio Strategies
- Nicholas Cintineo, CFA®, CIPM, Senior Investment Consultant
Learn more about alternatives
If you’d like to learn more about alternatives and whether they make sense for your organization, you can schedule a call with a member of our team any time. We’ll review your portfolio and ensure it reflects your objectives and is on track to help you meet your goals.
