Mark discusses the four main reasons you may want to use an SMA:
- Taking Your Own Tilt / Smart Beta
- ESG & SRI
- Concentration Diversification & Regulation
Mark will also talk about some cons of SMAs.
(Shownotes coming soon)
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Chanhassen, MN 55317 The
Architecture of Wealth Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.