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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley
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Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch.
We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all tailored to unique client needs.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.savantwealth.com/important-disclosure
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