Building Your Optimal Portfolio: The Role of Active and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.