customized wealth products
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 19, 2025 by Eric Mogelof · across every show →
Everything said about customized wealth products, oldest first
May 19, 2025 positive
Mogelof: Institutional Drawdowns Do Not Work for Most Wealth Clients
“Historically, this industry had taken some of the institutional investment strategies and just plugged them into the wealth channels. And that's okay, and for some individual investors, those drawdown or institutional vehicles might make sense, but for the lar…”