Increasing Advisor Value Using Model Portfolios

Bill Hortz's picture

There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.

Tearing Down Conventional Investment Wisdom

Bill Hortz's picture

"As a portfolio and risk manager, I decided that there had to be a better way to manage the risk of inevitable volatile bear markets, while providing advisors and investors peace of mind." - Tom Hardin, Canterbury Investment 

The Internet of Money

Bill Hortz's picture

"Expanded possibilities come into play when you start to digitize things and put it up into a global transport layer, what we refer to an internet of money." JP Thieriot, CEO, UPHOLD

The Financial Enlightenment of Portfolio Management

Bill Hortz's picture

"When new technologies are combined with equally robust adaptive portfolio strategies, then innovation can thrive, making it possible to better manage a portfolio through any market environment - Bull or Bear."- Tom Hardin, Canter

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