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How Top Financial Advisors Protect & Grow Client Portfolios Panel
Released on Thursday, August 24, 2017•STRATEGIES
In a world where hedge funds, private equity, real estate, impact investing, and other alternative investments dominate the headlines, portfolios ranging from 60% to 80% equities and 20% to 40% fixed-income securities appear to be anachronisms. Hear how these advisors are adapting their clients' portfolios to square with new realities and deliver returns that help clients reach their financial goals.
![](https://cdn.moneyshow.com/mscache/spk-images/1053940SPK_80x80.jpg?v=2)
Catherine Avery
Catherine Avery Investment Management (CAIM),
Founder
![](https://cdn.moneyshow.com/mscache/spk-images/1022860A_80x80.jpg?v=2)
Diane Harris
Personal Finance Journalist,
PBS/Forbes Columnist
![](https://cdn.moneyshow.com/mscache/spk-images/1052115SPK_80x80.jpg?v=2)
Justina Lai
Wetherby Asset Management,
Director of Impact Investing
![](https://cdn.moneyshow.com/mscache/spk-images/864547A_80x80.jpg?v=2)
Kate Stalter
Cabot Wealth Network,
Contributor
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