Case Studies: Portfolio Management and Rebalancing Strategies
Guest Expert: Phil Huber, CIO, Savant Capital Management | Caleb Eplett, VP, YCharts
Date:
Webinar Replay Description
Learn ideas for how to manage a client with a concentrated single stock holding that is outside of the firm's typical asset allocation.
media:remote_video:5108c2ab-85df-43f2-9222-101c8f389073
