Clint Sorenson, Co-Founder, WealthShield, met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can leverage an outsourced CIO.
“We help advisors build an institutional quality asset management program,” says Sorenson. As an outsourced CIO, WealthShield handles the entire investment process from due diligence and manager selection to ongoing execution and management. “Portfolios today tend to have an institutional bias,” says Sorenson on the importance of client customization and behavioral analysis. Additionally, WealthShield is a provider of custom indices and has recently launched the Pacer WealthShield ETF (PWS).
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