![CFA Institute Take 15 Podcast Series (Audio only version) show](https://d3dthqtvwic6y7.cloudfront.net/podcast-covers/000/027/664/small/cfa-institute-take-15-podcast-series-audio-only-version.jpg)
Summary: Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.
Summary: Gordon B. Fowler, Jr. discusses how a wealth manager should approach asset allocation and the role of index funds and alternative assets in a private client portfolio.