Ehren J. Stanhope

Ehren J. Stanhope, Chief Investment Strategist at Canvas Custom Indexing, delves into the evolution of investment products and the transformative power of custom indexing. He emphasizes how 2019 marked a pivotal change, enhancing accessibility for financial advisors. The discussion highlights strategies for managing concentrated portfolios during market volatility and the crucial role of education regarding custom indexing. Stanhope also details the integration of technology in financial advisory, which significantly impacts personalized investment management.