The August 2019 Investment Planning Knowledge Circle will be held on Wednesday, August 28th at 3 pm ET.
Gust speaker Alvin Carlos will be presenting, "Are You Using Model Portfolios the Right Way?"
Enhance your client investment portfolios by learning how to correctly use model portfolios. In this session, you will learn about pitfalls of "cookie cutter" portfolios, several asset classes you might have missed, and how to create diversified model portfolios with less bias.
Key topics that will be covered include:
- Pros and cons of "Cookie Cutter" portfolios.
- Asset classes that are worth considering.
- Model portfolios vs Robo advisors.
- Matching model portfolios with client's risk tolerance & sophistication.
- How to create diversified model portfolios with less bias.
Alvin Carlos, CFA, CFP® is the co-founder and CEO of District Capital Management in Washington, DC – a financial planning and investment management firm for the everyday people. Alvin hopes to build a multi-generational advisory firm that provides holistic, top-notch, and affordable financial advice to middle-class professionals.
Alvin is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Analyst® designation. He has a master’s degree in International Relations from SAIS-Johns Hopkins. He is also an Adjunct Assistant Professor at University of Maryland University College. Prior to District Capital, Alvin spent several years working for an international advocacy non-profit in DC. Before that, he served as a teacher at a magnet school in the Philippines. Alvin is the recipient of the 2018 Financial Planning Association Diversity Scholarship.