Recently, Dan and Mike sat down with Paul De Moor, a VP of Capital Markets Strategy at Fidelity Investments to discuss his Investment Themes Update. Paul shared valuable insight that helps shape advice we offer our clients and build our actively managed portfolios. These meetings are a part of what we call the "due diligence process". This process is a critical component in our efforts to offer our clients the best of the best. Avantax, Willis & Machnik’s broker dealer, is independent and isn’t limited by proprietary funds and models. This allows Dan and Mike to work in an open architecture environment when selecting from 1000’s of mutual funds, ETFs, stocks & bonds. This, in part, is why we make rebalancing trade recommendations when we meet with our advisory clients and is one of the more crucial services we offer our clients.
Below are some of the insights from our conversation with Paul. Please let us know if you have any questions or would like to learn more about our services.