The Benefits of Elegantly Simple Portfolio Construction
July 10, 2017 | Advisor Perspectives
Do you get more by paying more? Is bigger really better?
The Benefits of Elegantly Simple Portfolio Construction
July 10, 2017 | Advisor Perspectives
Do you get more by paying more? Is bigger really better?
The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher