Keeping it Simple with Simplify Asset Management cover image

Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

Keeping it Simple with Simplify Asset Management

00:00

Introduction

Roni Israelov: We're back in Las Vegas at Equity Derivatives Conference, EQD. And we're sitting down with Roni Israelov at Endeavor. So tell us a little bit about Endeavor because you guys soft launched last year and apparently you just officially launched this month. Yeah. It's the next generation of wealth management. Our clients have the ability to interact with our advisors. They can have long-term retirement goals or goals to fund the education of their kids. But then that is diversified against bond portfolio, which can have a growth tilt towards it.

Play episode from 00:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app