How to think about, monitor, and document decision-making process around model and investment selection

In-depth discussion of how to develop a decision framework for when
to use ETFs, Direct Indexing, SMAs, alternative investments, and mutual
funds based on individual client situations

Build a sustainable framework for where assets should be located based on spending, saving, and current/future tax brackets.
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Discuss rebalancing thresholds, convexity considerations, tax implications, and management of drift amongst various accounts

How to build, maintain, and monitor the success of your investment committee

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Draft white label articles for your firm (including market commentaries), review prospect client portfolios, and draft second opinion analysis for you to brand/provide
to the prospective client.

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