I believe innovative educational resources are the key to achieving success as an independent RIA.
Leesburg, VA (PRWEB) February 18, 2016
Militello Capital, a greater Washington, DC private equity investment firm founded by registered investment advisors for RIAs, has released its Winter 2016 RealReport™, a guide for RIAs seeking to modernize their portfolios and practices.
The second edition of the report is enhanced with an interactive e-book experience that will poll individual RIAs and allow them to compare their views on industry-shaping topics against their peers. The Winter 2016 RealReport™ also offers a deep dive into new issues such as: tax saving investment strategy, investing in private operating companies, targeting the right prospects, preparing for market volatility, and building an experiential portfolio, among others.
To read the full report, click here.
“I believe innovative educational resources are the key to achieving success as an independent RIA. Knowing this, we continue to augment each iteration of the RealReport™ to push the envelope and further educate advisors on the issues our industry is facing. We are excited that the Winter 2016 edition of the RealReport™ offers new capabilities such as crowd-sourcing responses that enable an advisor to see how they compare with their peers and evaluate the skills they may need to develop,” said Bill Militello, CEO and founder of Militello Capital.
In each quarterly RealReport™, RIAs can expect to receive timely information and statistics about newsworthy trends, alternative investments, practice management, affluent clients, modern portfolios, and modern fiduciary standards.
Militello Capital is a private equity firm founded by registered investment advisors for RIAs. We provide educational tools, technology and investments in the real economy to elevate advisors' businesses and modernize their clients' portfolios.
The information contained herein is for informational purposes only. It is intended solely for Registered Investment Advisors and/or other investment professionals and it is not intended to provide investment, legal, tax or compliance advice. The views presented herein represent good faith views of Militello Capital as of the date of this communication and are subject to change as economic and market conditions dictate. Though these views may be informed by information from sources that we believe to be accurate, we can make no representation as to the accuracy of such sources or the adequacy and completeness of such information. Any securities referenced are speculative, involve a high degree of risk and should not be purchased by anyone who cannot afford to lose their entire investment. Militello Capital funds are only available to accredited investors.