Do you want to get better at determining the most appropriate private values-based investments for your clients?
Eagle Venture Fund hosted a special webinar featuring CommonGood’s own Jeff Shafer and Stephen Hestor for RIAs and investment professionals that discussed how to select private investments for your clients with these three questions in mind:
- What percent of a client portfolio should I allocate to private investments?
- What risks should be top of mind as I think about portfolio construction?
- Once I have an asset class selected and impact goals, how do I select the best investment?
They also weave in how to talk with your clients about their values as part of selecting investments. In addition, they are applying for one hour of CFP® CE for this course – please click to watch the replay.
