2015 Financial Services Investment Planning 
Sara Grillo
OCTOBER 31, 2022
I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
Sara Grillo
AUGUST 26, 2024
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Fortune Financial
AUGUST 7, 2023
between 2015 and the end of 2021. trillion in 2015 to$13.32 The Chartered Alternative Investment Analyst Association predicts that alternatives will contribute 50% of industry revenue in the coming years, despite comprising just 12% of the $153 trillion global investable market in 2020.
Fortune Financial
AUGUST 7, 2023
between 2015 and the end of 2021. trillion in 2015 to$13.32 The Chartered Alternative Investment Analyst Association predicts that alternatives will contribute 50% of industry revenue in the coming years, despite comprising just 12% of the $153 trillion global investable market in 2020.
Sara Grillo
APRIL 10, 2023
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.
Brown Advisory
MARCH 30, 2020
In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).
Brown Advisory
MARCH 30, 2020
In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).
Expert insights. Personalized for you.
110 
Let's personalize your content