Why Personalized Investing Beats Automation with Andrew Almeida
Money & Purpose: Conversations on Intentional Wealth
Marianne Poon, CFA, sits down with Andrew Almeida, CFA, CFP, Director of Investment Services at XYPN, who she works with to manage her clients' portfolios. Discover how personalized portfolio management goes beyond the active vs. passive debate. Learn about tax optimization, managing concentrated positions, custom portfolios with human oversight—and why personalization can make all the difference in your wealth.
For more information: www.onyxfn.com
