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Getting On Board with RIA Advisors

Welcome to RIA Advisors!
Our team includes Chief Investment Strategist, Lance Roberts, CIO; Portfolio Manager Michael Lebowitz, CFA, and Senior Advisors, Danny Ratliff, CFP.
Danny, Lance, and Michael describe our processes and what you can expect as a client of RIA Advisors:

1:22 - How we get your account into our models on a risk-adjusted basis
2:49 - How we handle stop-loss rules and positions
4:43 - How does trading work, relative to market conditions and economic activity?
5:49 - How long does it take to be fully onboarded into our models? It depends...
8:33 - It's a process
9:06 - What it means to be "Active Managers" of your portfolio
14:13 - How We Control Exposure to Risk
15:01 - The 60/40 reality
17:22 - Sectors we like...and sectors we like to avoid
19:25 - Your Responsibilities as a client of RIA Advisors
23:10 - How We Work for You

➢ Listen daily on Apple Podcasts:

➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:

➢ Upcoming personal finance free online events:

➢ Sign up for the Newsletter:

➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.

Visit our Site:
Contact Us: 1-855-RIA-PLAN
#Markets #Money #Investment_Advice
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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