The Answer For Today's RIAs Is Active Management, Says Successful RIA-Owner Ken Solow

Traditional strategic asset allocation is a high-risk business strategy for advisors, says Ken Solow, who’s built a firm managing more than $1 billion. As an alternative, advisors might want to consider tactically managing client portfolios.

At this webinar, you will hear about:

     •why MPT is flawed in secular bear markets
     •how to best use benchmarks in guiding client portfolio policy
     •three building blocks in active portfolio management
     •three methods for generating alpha
     •business issues in implementing active management

Presenter Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner and Chief Investment Officer at Pinnacle Advisory Group, Inc., a Registered Investment Advisor. His 2009 book, Buy and Hold is Dead (Again), marks a historic shift in how private wealth advisors view investment management. Solow has been published in The Journal of Financial Planning, Smart Money, The Baltimore Sun, The Globe and Mail, Financial Planning Magazine, and the Wall Street Transcript.

Note: This webinar is eligible for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.