WEBCASTS
The advisor’s guide to customizable portfolios
At WisdomTree, we know helping your clients achieve their financial and life goals is your top priority. To help you bring added expertise on this mission, we created a concierge-level portfolio consultation service & ETF Model Portfolios offering backed by a global research team and asset allocation specialists.
Join the thought leaders at WisdomTree for an overview of their Portfolio Solutions platform and how advisors leverage WisdomTree’s investment expertise.
SUMMARY
Topics will include:
- A deep-dive into the flexibility and accessibility of model portfolios & portfolio consultations.
- Strategies for leveraging research-driven insights to optimize portfolios.
- How to co-create custom portfolios tailored to your clients’ specific needs.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Kara Dombroski, CIMA
Director, Client and Product SolutionsWisdomTree Asset Management
Ryan Krystopowicz, CFA
Director of Client SolutionsWisdomTree Asset Management
Kirsten Chang
Senior Industry AnalystVettaFi
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Important Disclosures
For Financial Professional Use Only
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, call 866.909.9473 or visit WisdomTree.com/investments. Read the prospectus or, if available, the summary prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal.
For Financial Advisors: WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.
WisdomTree Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with the other entities mentioned.