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ALO12: How to Invest like a Private Bank ft. Shannon Saccocia

Top Traders Unplugged

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Investing in Active Management

The best way to align your clients' assets and liabilities is through a portfolio of consistently maturing vehicles that provide cash without a transaction cost. So it's kind of like a core satellite with a lot of some passive exposures for certain core exposures. And then be willing to pay for certain strategies and markets, is that right?Yeah. I think so. It's just always thinking about again, going back to the intent of your allocation. Why am I making this allocation? That should be driving what vehicle you're using or what strategy you're using to implement.

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