Proprietary Management Comes Full Circle

“Optima Group in the News:” Ken Hoffman, President of Optima Group, and Dennis Dolego, Research Director, were recently interviewed by Financial Planning journalist, Charles Paikert, for a story that Paikert wrote in the Portfolio – Investment Products section titled, “Is Proprietary Asset Management Making a Comeback?.” The resulting article expands upon a recent Optima Group email insight and explores in greater detail the resurgence of interest in proprietary management by wealth managers.

Paikert provides some interesting food for thought from the perspective of both wealth managers and clients. You can read the full article by visiting our Optima Group blog or Facebook and Linkedin pages or by clicking this link to Financial Planning: