Quarterly Update
This session is designed for advisors currently leveraging our models, as well as those exploring a potential partnership with ARG.
During the call, we’ll cover:
▶ Portfolio construction updates and recent changes
▶ The key drivers behind our asset allocation outlook
▶ Insights and commentary from our underlying managers (SMA, mutual fund, and ETF strategies)
▶ Technology and platform enhancements, including:
New website registration requirements
Updated fact sheets
New process guides to streamline onboarding
Improved proposal turnaround times via automated back-office workflows
We’ll also share a preview of how we’re continuing to evolve our platform to better support advisors heading into 2027.
Quarterly Update
This session is designed for advisors currently leveraging our models, as well as those exploring a potential partnership with ARG.
During the call, we’ll cover:
▶ Portfolio construction updates and recent changes
▶ The key drivers behind our asset allocation outlook
▶ Insights and commentary from our underlying managers (SMA, mutual fund, and ETF strategies)
▶ Technology and platform enhancements, including:
New website registration requirements
Updated fact sheets
New process guides to streamline onboarding
Improved proposal turnaround times via automated back-office workflows
We’ll also share a preview of how we’re continuing to evolve our platform to better support advisors heading into 2027.
To RSVP:
https://zoom.us/meeting/register/c81z-BDVRgmM-Ap5igNWmw
Details
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