Dakota Live! Podcast: Customized Recommendations: Exploring RVK's Inclusive Strategy in Investment Consulting

In the latest episode of Dakota Live!, we are excited to feature Joe Ledgerwood, Director of Investment Manager Research, and Britt Vriesman, Manager Research Consultant with RVK, Inc. Delve deep into the intricacies of manager research as Joe and Britt illuminate RVK’s sophisticated approach to helping their client’s meet their diverse investment objectives and goals. RVK, distinguished as one of the largest fully independent and employee-owned investment consulting firms in the world, is renowned for its bespoke strategic investment advice, catering to a varied clientele including corporate and public retirement systems, Taft-Hartley funds, nonprofit organizations, operating funds, and high-net-worth individuals/families.

RVK's approach to investment consulting is grounded in a comprehensive understanding of the market and a client-centric perspective. This episode will offer an in-depth look at how RVK employs rigorous analytical methods and innovative thinking in manager research. Joe and Britt will discuss how RVK’s team diligently evaluates investment opportunities, verifying that each recommendation aligns not only with market trends but also with the unique needs and risk profiles of their clients. They emphasize the firm's commitment to delivering actionable, forward-thinking advice that navigates the complexities of the financial markets.

Further emphasizing RVK’s excellence in manager research, Joe and Britt share insights into their process of identifying, assessing, and recommending investment managers. They discuss the importance of a multi-dimensional evaluation approach that includes quantitative analysis, qualitative assessment, and ongoing monitoring. This episode provides you with a rare glimpse into the strategic considerations and meticulous diligence that underpin RVK's recommendations.

Throughout the conversation, Joe and Britt also enhance our audience’s understanding of investment strategies, concepts, issues, and their consequences as they relate to the asset management industry. Join us in an engaging conversation about inclusion in the finance industry, particularly focusing on accommodating persons with disabilities.

Special Note: This episode was uniquely recorded at RVK's offices in Portland, Oregon, to ensure an accessible and comfortable environment for Britt, a person with disabilities. This act underscores our commitment to inclusivity and diversity in our podcast and beyond, mirroring RVK's own values of creating an inclusive and empowering workspace for all individuals.

Coalition Greenwich Disclosure: Coalition Greenwich issued the award on April 25, 2023, based on their February through November 2022 study. No direct or indirect compensation has been paid by RVK in connection with obtaining or using this award.