Executives at the RIA Halbert Hargrove came to the conclusions several years ago the traditional 60/40 stock-and-bond portfolio had become outdated and made the landmark decision to replace it with portfolios containing a more diverse set of asset classes.
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How did the decision come about? How was executed? What was the reaction from the firm’s advisers and clients?
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And how has the plan worked thus far?
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CEO Russ Hill and investment committee chief Brian Spinelli join the discussion. (09/2018)
For more information or questions, please contact Halbert Hargrove at hhteam@halberthargrove.com.
