Do You Have a Portfolio Management Plan?

Smere: How do you build a plan with an adviser to say, listen, we're going from zero % inventure to now. Our client wants to be at two% or five%. So how do you handle the portfolio management side of things on this? It's such a great question. And i've been through this with so many families over the years, and my own family office actially went through the same exercise. Most of our families are investing to their target over a five to six year period.