Martin Swanson’s Post

At Hartford Funds, we embrace a human-centric approach to investing. This philosophy recognizes the importance of authentic connections and a meaningful perspective, as exemplified by my colleague Matisse Barrett. #BeHumanCentric https://bit.ly/4froa1m

At Hartford Funds, we embrace a human-centric approach to investing. This philosophy recognizes the importance of authentic connections and a meaningful perspective, as exemplified by my colleague Matisse Barrett. #BeHumanCentric https://lnkd.in/e69Y273J

Over one-third of Americans believe real estate is the best long-term investment – but is it? Read what Andrew Briggs, Director of Portfolio Management at The Briggs Group at Plaza Advisory, has to say on this topic in this newly published CNBC report. https://ow.ly/ax9I50RUfle #stewardpartners #cnbc #LongTermInvestment

Alternative investments may offer significant opportunities for greater risk-adjusted returns and portfolio diversification. Yet, many investors hesitate to invest in them. This week on Live Life Liberated, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how we approach alternatives based on its overarching investment philosophy. Don’t miss it! https://bit.ly/3UDBTcS #LiveLifeLiberated #LiberatedWealth #AlternativeInvestments #PortfolioManagement #HighNetWorth

Securing financial investments and maintaining their value is at the heart of capital protection. Investors, therefore, should give top priority to this concept when determining their fund allocations. In the U.S., real estate investment emerges as a leading strategy for safeguarding capital. At Glenwood Equity, we are strong proponents of investing in real estate as a means to preserve and protect investment capital. . . #CapitalProtection #FinancialInvestments #GlenwoodEquity #RealEstateInvesting #SafeguardingCapital #InvestmentStrategies #AssetProtection #WealthPreservation #InvestmentAllocation #CapitalSafety #GlenwoodExperience #InvestmentWisdom #RealEstateStrategy #FinancialSecurity #InvestmentPhilosophy #ProtectYourWealth #GlenwoodInsights #InvestmentJourney #PreserveCapital #SecureInvestments #AssetManagement

Time to step up your Alt's exposure? Kelly Park Capital works with #independentwealth advisors and select families to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. https://lnkd.in/e2mq5pMQ Important Disclosures: https://lnkd.in/ebEDWwEQ

Unlock exclusive content designed to charge up your practice on Manulife Investment Management's new investments advisors site. Watch the video for a preview of what you can expect. Learn more here: https://lnkd.in/dAxNDhnR AssetManagmenet #AssetManagement #FinancialAdvisors

Global investment trends indicate financial planners are simplifying their businesses and consolidating client holdings by partnering with expertise in investment management. The big benefit? It allows them to concentrate on their clients’ financial plan and provide exceptional service.   In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® Herselman take a look at how Old Mutual Wealth offers practical investment options for financial planners to do just this, make investment management simple. They unpack our multi-manager range of funds to discussing our discretionary fund management solution, Tailored Fund Portfolios. Tiaan also chats about Private Clients by Old Mutual Wealth, who specialises in bespoke wealth and investment solutions for high-net-worth clients.   #oldmutualwealth #integratedwealthplanning #wealthmanagement #financialplanning #investmentopportunities #multimanager #discretionaryfundmanagement #privateclient #privateclientsbyoldmutualwealth

Investing is a big part of what we talk about with members at PWN. Results from our latest member pulse survey are a good indicator of where investors are deploying capital. Sharing investment thinking and challenging assumptions is all part of the process. If you would like to join a group of like minded peers having these discussions why not contact us today to explore if membership is right for you. https://lnkd.in/g5ePxGK4 #hnw #familyoffice #investmentstrategies Richard Milroy Alan Duncan Neil Rapley Lyn Hawkins Lisa Rothfield-Kirschner Dorothy Huang Kim McWilliams