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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.
In this two-minute CLA Talks video clip, Griffin suggests that the easiest way for institutional investors to increase their return stream is to reduce expenses.
View additional installments in the CLA Talks video series.