Tactical Shift Portfolio presentation by 678 Partners

One of our investment advisory clients, has a very creative strategy that avoids expensive mutual funds while bringing a buy and hold technique to create a very tax efficient portfolio. The relevant disclosures are applicable here. You have to talk to your financial advisor, tax and legal counsel before considering everything. We also bring in A quantitative strategy (that focuses on a large cap value). The presentation is highlighted in my LinkedIn profile (wadvisor).

Category:

Education

Tags:

• Money Management
• Asset Management
• Financial Advisors
• RIA's
• business
• stock
• trading
• insurance
• alternative investments