November 17, 2023
Bloomberg Markets: The Close 11/16/2023
JoAnne’s segment starts at 1:28:30 JoAnne Feeney, partner and portfolio manager at Advisors...
In an uncertain world, clients want to know how global events impact their investments.
At Advisors Capital, we work hand in glove with investment advisors to not only create tailored solutions, but to give clients the information they need to be in control.
While the financial advisor is responsible for the day-to-day administration of client specific accounts, we regularly communicate through multiple channels to offer our expert analysis of global and domestic economic and market events.
Customized
Portfolios
Your clients will have their own individual security holdings with their own cost basis and customized risk parameters.
Individual Securities
As a value manager we will move between allocations and company capitalizations to find appropriate investments.
Cost & Tax
Efficiency
Fees and expenses will continue to be a guiding concern with clients. By limiting pooled investing vehicles we can eliminate expenses associated with mutual funds and ETFs.
Transparency
High net worth investors most frequently cite transparency as a very important differentiation feature when looking for an advisor.
Unparalleled
Communication
Weekly and quarterly news driven discussions with our affiliated advisors ensure that all involved understand our approach to current markets and how we are managing accordingly.
A World Class
Investment Committee
Clients prefer knowing that they are working with a deep bench of financial expertise. That’s the Advisors Capital Difference.
Let’s Talk
Contact us to learn more about the Advisors Capital Advantage:
personalized portfolios that align seamlessly with your clients’ financial plans.
MARKET THOUGHTS
December 4, 2023
Is A Soft Landing in the Offing?
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer A month ago, I wrote: “It may...