Brian Vendig Talks to RIA Channel About Portfolio Construction

Brian Vendig, President of MJP Wealth Advisors, joined Julie Cooling, Founder and CEO of RIA Channel at the CAIS Alternative Investment Summit to discuss considerations for portfolio construction.

Vendig describes MJP Wealth Advisors as providing a version of a family office service.  With over $1 billion in AUM, the firm offers clients services for life cycle investing, integrating both traditional and alternative investments into portfolios. Watch here.

This video is intended for information purposes only. The opinions expressed are as of December 2023 and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. This information is not intended to be complete or exhaustive and no representations or warranties, either express or implied, are made regarding the accuracy or completeness of the information contained herein. This material may contain estimates and forward-looking statements which may include forecasts and do not represent a guarantee of future performance.

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Brian Vendig Joins InvestmentNews to Share Investing Ideas for 2024