S11 E3 - Allocating to Alternatives: A Goals-Based Approach

Alternatives have become mainstream and are now considered an essential part of a portfolio. In this episode, Sylvia Kwan, CEO and CIO of Ellevest, joins Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to discuss why alternatives have become essential in modern portfolios and why advisors should begin with client goals before selecting strategies. Kwan explains the benefits of a goals-based framework, addresses misconceptions around alternatives, and more. 

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