Dakota Live! Podcast: Investment Due Diligence Insights with Fiducient Advisors

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Joe Cortese, Partner, and Senior Consultant with Fiducient Advisors.

Fiducient Advisors is a full-service asset advisory business founded in 1995. With 215 professionals and $309 billion in assets under advisement (as of December 31, 2023), Fiducient is one of the premier consultancy businesses in the US with providing investment consulting services to retirement plans, endowments and foundations, private clients, and financial institutions.

In this episode, Joe shares his wealth of knowledge and insights on the subtleties of asset allocation, investment strategy design, manager research and selection, and the evolving landscape of investment consulting.

Whether you’re a seasoned investor or new to the field, this episode offers critical insights into managing complex investment portfolios and navigating the challenges of today’s financial landscape.

Disclosure:

This video is intended for the exclusive use of clients or prospective clients of Fiducient Advisors LLC. The information contained herein is intended for the recipient, is confidential and may not be distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and not actual returns; volatilities and correlations will differ from forecasts. This video does not constitute a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this video. Please consult with your advisor, attorney, and accountant, as appropriate, regarding specific investment advice. Past performance does not indicate future performance, and there is a possibility of loss.

This video does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Fiducient or consult with the professional advisor of their choosing.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation as to the future.