Advisors: The Economy is Opening – Should Your Investment Roster?

As the economy opens, should your asset allocation?

It’s a fair question heading into the summer. The reopening of our economy has the potential to create new risks … and new market drivers going forward.

Already, things seem at an inflection point. Value is outperforming growth for the first time in more than a decade. Inflation is a market concern for the first time many professionals can remember. There could also be a divergence in performance of various international markets as economies open up at different rates, or suffer setbacks.

As you review your clients’ rosters, we invite you to join us to uncover some niche strategies in niche market segments. During our upcoming Boutique Week™, Stacy Havener, Founder and President of Havener Capital Partners, asks nine boutique asset managers questions that many advisors have on their mind. The conversations are fun, yet candid, and you’ll have a chance to ask questions of your own. Tune in to hear their responses.

It’s free to join and it’s all for you, May 25 – 27.

18 Specialists. 9 Boutiques. 3 Days.

You can get the full lineup of boutique managers participating below. We hope you can join us!




May, 19, 2021 Early Adopters, Events

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