Dynamic Model

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | November 20, 2020

Show Notes

Financial Planner Tyler Conley explains how Syverson Strege’s Investment Committee manages benchmarks based on asset class allocation, sector exposure, country exposure, and individual fund managers. He also explains how the asset class allocation drives how the dynamic functionality of the model works. 

Finance Moment…Syverson Strege’s mini-podcasts to provide rapid-fire information on financial topics of the day.