Todd Hoffman On Understanding A Registered Investment Advisor (RIA)

Todd Hoffman explains what a Registered Investment Advisor is. He says the RIA is held to a fiduciary standard where decisions are made around the client's goals and best interest. Their bucket approach includes accumulation, preservation, distribution, legacy, and socially conscious investments. He explains the benefits of having an RIA.

Market Overtime

20 Apr 2021

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Todd Hoffman On Understanding A Registered Investment Advisor (RIA)

Todd Hoffman explains what a Registered Investment Advisor is. He says the RIA is held to a fiduciary standard where decisions are made around the client's goals and best interest. Their bucket approach includes accumulation, preservation, distribution, legacy, and socially conscious investments. He explains the benefits of having an RIA.

Market Overtime

20 Apr 2021