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Journalist Desk

Investing Resources

Academic Rigor

As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.

Investor Education

Portfolio Overlay Strategy

Please watch our webcast recording presented by Avantia and Neuberger Berman on “Enhancing Returns through a Portfolio Overlay Strategy”.

In this discussion, you will learn how underwriting risks in equity markets can provide superior risk-adjusted returns to your portfolio. Industry veteran and Neuberger Berman portfolio manager, Rory Ewing, will share their unique approach to underwriting risks using the options market.  

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