Portfolio Simplicity for the Hourly Planner
Presented by Rick Ferri
10:15 AM - 11:15 AMSat
Speakers
Rick Ferri
Investment Analyst, Advisor and Author
Ferri Investment Solutions
There is complexity to finding portfolio simplicity. In this discussion, we’ll talk about why portfolio complexity is a cost and burden, and how hourly advisers can assist their clients in restructuring portfolios into simpler strategies that hold only a few good funds and other passive investments.