Hello all! Not sure if this is the right place to post this, but I figured I’d give it a shot.
I’ve been thinking a lot lately about what a comprehensive investment matrix should look like for an RIA. Something that is effective at delivering quality client outcomes, but is not overly complicated for a small PM team to manage with excellence. I think you should be able to do it with as little as 4 models (equity income/growth, bond income/growth). With these 4 models, you can build a matrix that can theoretically serve every kind of client. Is it crazy to think it’s possible to allocate an RIA using building blocks that are this simple?
Submitted September 03, 2020 at 11:40PM by runawaymarmot https://ift.tt/2QRKVSb
