What's In My Model Portfolio

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.

Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients.

Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing.