Client needs for income oriented portfolios can pose a range of challenges to advisors. Reach for yield and take on more portfolio risk? Take less risk and accept a lower yield? How do you meet the due diligence demands of building an income portfolio?
Join us on June 20th as Chris Petrosino and Darin Leone discuss an ETF-based strategy we’ve developed that actively allocates across income producing market segments, as well as incorporates Fi360’s Fiduciary Score®, to address these challenges.
Date & Time
Thursday, June 20 at 2PM ET
Chris Petrosino, CFA
Managing Director, Quantitative Strategies
Darin Leone, CFA