Check out this video of Brad Barrie, a financial advisor with over 25 years of experience, with the team from Resolve Asset Management where they chat about the challenges facing advisors and how Dynamic Alpha Solutions approaches them.
The conversation centers around the need for investors to embrace alternative investment opportunities and adapt to changes in the market, rather than sticking to traditional approaches that may not perform well in all economic conditions.
During the discussion, Brad touches on several key points:
- His journey from aspiring math teacher to advisor to Outsourced Chief Investment Officer (OCIO)
- The importance of looking beyond traditional approaches and embracing the multi-Dimensional investing style.
- The scarcity of alternative investments in the 90s and the need for true diversification
- The concept of Multi-Dimensional Asset Allocation
- Understanding different risk metrics to make informed decisions.
Overall, the video provides a wide-ranging conversation on investing and the challenges investors face in today’s market. It emphasizes the need for education, diversification, and adaptability in building a successful investment portfolio, and suggests that investors should look beyond traditional approaches to find opportunities that can thrive in different market conditions.
We hope you enjoy the discussion. If you’d like to get more information, be sure to reach out to us here at Dynamic Alpha Solutions.