Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Can alternatives shelter US retail investors from a market turn?

David Copeland offers the following comments in this Financial Times article:

Financial Planning
7 Reasons for Regular Financial Checkups
Wealth management is about more than simply choosing the right investments. It’s about optimizing assets, minimizing risks, and ensuring long-term legacy planning. Much like with one’s own health, it’s important...
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