How a financial advisor used shareminder to help her client capture a great growth idea

A financial advisor wants to implement a barbell investment strategy for their client, which requires increased exposure to a high growth sector. How can she do it responsibly?

Person

Financial Advisor

Platform used

Netwealth

Result 1

15%

Increase in alpha over diversified offering from same fund manager

Result 2

10%

less time spent reviewing portfolio

Situation

.

Execution

.

Results

.

Testimonials

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Head of Marketing at Facebook

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