media:remote_video:5108c2ab-85df-43f2-9222-101c8f389073
Case Studies: Portfolio Management and Rebalancing Strategies
Presented by Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts
Learn ideas for how to manage a client with a concentrated single stock holding that is outside of the firm's typical asset allocation. You will also learn how to help a client rebalance their portfolio over time while shifting to a slightly more aggressive strategy. For those interested in new business ideas, this session includes insights for how to create custom proposals to aid in the client prospecting and onboarding process.