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Have you been unclear about the effectiveness of your investment advisor but were at a loss when it came to making an objective evaluation? If so, you’re not alone.
In this session, Dennis Gogarty of Raffa Wealth Management will review his formula for developing a Blended Policy Benchmark (BPB). The BPB seeks to assist nonprofit leadership in objectively evaluating the effectiveness of their advisors. Listen to gain information on how to create a Blended Policy Benchmark for your organization’s investment assets.
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