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Going the Extra Mile for Wealthy Clients

Barron's Advisor

00:00

Allocation Is the Icing on the Cake, Right?

i often say, put us in front of anyone, um um um am Super of the firm. We've built great folks with great pedigrees and and real, real good people. I mean, culture is all in. And if you had that right group of folks working together, you kno skis the limit. i think it's part of our acid allocation, i think. O my partner, a eli cowen, who spear heads and and runs all the alts a for for our company and for our clients,. He saysn it's the portfolios, all about getting the cake right right.

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