Jerry Murphey
Jerry is co-founder, president and CEO of FolioMetrix, the adviser to the RiskX Funds, and creator of the Referable Advisor. Connect with him at LinkedIn.
Jerry is co-founder, president and CEO of FolioMetrix, the adviser to the RiskX Funds, and creator of the Referable Advisor. Connect with him at LinkedIn.
Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.
Financial advisers need to make sure their clients comprehend what they do, why they do it and how they are different from other wealth managers.
