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December 07, 2023

Portfolio Summits 2023 Florida RIA Summit

Founding Partner, CEO and Head of Wealth Planning Rick Simonetti moderates the "Leveraging Alternative Investments in Client Relationships" panel at the Portfolio Summits 2023 Florida RIA Summit.

Colleagues from around the Sunshine State answered questions around where alternatives fit within portfolios alongside traditional investments and how advisors can take the first steps towards a marketplace that is historically difficult to access.

Rick Simonetti at Portfolio Summits 2023 Florida RIA Summit - Dec 7, 2023

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