Understanding RIAs | Dakota Live! Podcast

Chief Investment Officer, Aldo Vultaggio was featured on the Dakota Live! Podcast sharing Capstone’s manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices.

Disclosures:

This article is not a substitute for personalized advice from Capstone and nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed by other businesses and activities of Capstone. Descriptions of Capstone’s process and strategies are based on general practice, and we may make exceptions in specific cases. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

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