What is an investment platform? While every organization defines it differently, the goal is always the same: to implement the specific asset allocation policy of the firm.

 

In this episode, Dave and Peter from Segal Marco Advisors’ Advisor Solutions Group lay out the basics of investment platforms: what they are, why they're not “one size fits all" and what to keep in mind when you go about the task of building one. They also discuss why it’s important to keep your platform flexible and customizable — for both advisor and client. Listen now.