Jim's Session | Managing a Bespoke Investment Experience
As the demographics of our clients evolve, so do their preferences and expectations. Couple that with market volatility and Chief Investment Officers have their hands full. It is becoming increasingly challenging for investors to balance the demands of today’s private clients. Client sizes and needs vary significantly, as do implementation approaches to customized investment. Join us for this discussion on the difficulties of managing portfolios and investment demands from today’s private clients.