Your Money Manual With Vince Annable

Show #13: How We Built the Liquid Portion of The Household Endowment Model Portfolio

Informações:

Synopsis

You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors?  You’ll find out on this edition of the program when Vince Annable visits with portfolio designer Vali Nasr, CEO of Claraphi Advisory Network.