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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

An excellent financial advisor website makes all the difference in connecting with a potential client. This is a brilliant way to target next-generation clients with a built-in client retention plan. The advisor website also includes a What Our Clients Say About Us page that takes a unique approach to client testimonials.

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Irrational Behaviour, Rational Investing: How We Overcome Our Biases

Brown Advisory

Our capital allocation process includes three parts: (1) a payoff versus probability assessment, (2) the integration of our behavioural rules and (3) a portfolio risk analysis. The goal of capital allocation is to improve the risk-adjusted returns of our portfolio. All investments involve risk.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. ESG analysis may not be performed for every holding in the strategy.