Rethinking Elements of Portfolio Management

Bill Hortz's picture

[Asset allocation, diversification, value, growth – words that immediately connote investment concepts drilled into our brains by tradition and habit, established interpretations of financial research, and a form of “common” sense.

A Deeper Dive into Client Engagement

Bill Hortz's picture

[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches

The Microcap Universe - Overview & Opportunities

Bill Hortz's picture

[Investing in smaller companies can be accomplished in a number of different ways. Each avenue comes with its own challenges, opportunities, and unique risk/reward profiles: private equity, venture capital, or public investing.


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