Performance Chasing

Originally posted at TheBackcourtReport.com This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s also applicable to the client that’s expecting Warren Buffett- type performance year in and...

Model vs. Custom Portfolio

Originally posted at TheBackcourtReport.com Custom models, off the shelf models, and everything in between – that’s what we do day in and day out.  Fortunately, we are busy. We’ve carved out a niche to provide service and economics for advisors exploring how to...