Libretto logomark
‹ View all Insights

Webinar: Total Wealth Planning and Investing

Libretto Team

A financial advisor's most important delivery is advice. While our industry has made strides in packaging "risk tolerance portfolios" and "probability of success plans" into sleek software, we haven't seen the same level of innovation applied to advice methodology itself.

So, how can you deliver more robust advice to clients? As it turns out, risk questionnaires aren’t particularly useful for building personalized portfolios, and Monte Carlo simulations aren't a substitute for real risk management.

Join Jeff Coyle, founder of Libretto, to learn how a "total wealth" approach to planning and investing can help improve client outcomes by:

  1. Connecting planning to portfolios and wealth management.
  2. Considering liquid investments as a "completion portfolio."
  3. Incorporating private assets and future resources over the client lifecycle.

Important disclosure:

This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.

Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.