Webinar Replay

Case Studies: Portfolio Management and Rebalancing Strategies
Guest Expert: 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 port...

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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.