Impacts of financial decisions
Video: Strategies to Reduce Investment Costs
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At the CLA National Foundation Conference in February 2016, Mark Griffin, CIMA®, managing principal for Institutional Investment Services, CliftonLarsonAllen Wealth Advisors, LLC, spoke to foundation executives about the “serious expenses” that can be incurred for portfolio management — transaction costs, custodian costs, manager costs, consultant costs, and more.
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