"We are not opposed to clients holding crypto but feel that this allocation should be part of their speculative allocation and not part of their core long-term allocations. - Mike Leverty
Month: August 2022
FAs Weigh In: M&A Race? Ready, Set, Go
"A future M&A opportunity would need to provide synergies and value to our existing clients and staff, while complementing our culture and current management philosophies" - Mike Leverty
How Advisors Help Farmers Sow the Seeds of Future Growth
"It can be hard to convince farmers to think about the 'someday' of retirement, but advisors have to connect the dots between today and someday." - Luke Keene
FAs Weigh In: Alts Key to Client Portfolios
"Our team has been active in implementing alternative investments into client portfolios, particularly in the private equity and private credit space." - Mike Leverty