Nov 11 2020 53 mins 214
In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset management programs and markets. We talk to Rusty about the state of the industry for turnkey asset management programs, which effectively allow advisors to break out on their own with built-in back office support and a suite of investment options. He gets into direct indexing, and why these customized solutions carry unique advantages for investors in areas like ESG implementation and tax-loss harvesting. Rusty shares his thoughts on markets and some reasons to maintain a bullish attitude. As we start to wind down, we dig into balance, global diversification, bonds, and getting creative to manage portfolio risk moving forward. All this and more in episode 265 with Orion’s Rusty Vanneman.
