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Sunday, December 22, 2024

Speak Your Guide: Personal Investing for Fiduciaries

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Immediately’s Speak Your Guide is dropped at you by Opto Investments:

See right here for extra data on Optos personal market options for wealth managers

On in the present day’s present, we talk about:

  • How Opto Investments was began
  • Why personal markets usually are not scalable for conventional RIAs
  • How Opto is optimizing for personal markets
  • The extraordinary development of personal credit score, and why that could be a difficulty
  • Variations in goal allocation between establishments and retail buyers
  • Opto’s screening course of for personal belongings
  • How Opto is ready to get round excessive minimal funding thresholds for personal funds

Pay attention right here:

Charts:

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