Join us for the 2024 Ascent Conference!
The Value of Active Management for Fiduciary Advisors
Join Brian Storey, Andrew Goins, and Tim Holland as they dive deep into the dynamic world of active and passive investing, exploring a fresh perspective that shifts the traditional focus from retail investors to financial advisors. In this thought-provoking session, we will explore the risk-based and behavioral-based rationales for active portfolio management, specifically in the context of advisors acting as fiduciaries.
You’ll learn valuable insights into how the active management approach utilized in the Destinations Portfolios can support you in meeting your fiduciary responsibilities and ensuring the best interests of your clients are upheld. Additionally, Brian, Andrew, and Tim will provide context around the recent market volatility and how Destinations is positioned to manage the risks of this environment while capitalizing on potential opportunities.
Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
For financial professional use only. Not intended for public distribution.
Webinar notes: The active/passive debate has typically focused exclusively on returns from a retail investor standpoint as opposed to approaching the discussion from an advisor’s perspective and the risk-based/behavioral-based ways in which active management can support an advisor in serving as a fiduciary to their clients.