Financial Advisors Now Require You to 'Feel' Your Investments Before Allocating Capital
If you’ve ever been turned down for a Roth IRA conversion or told you’re not a “good fit” for a managed account, you’re not unlucky. According to a new industry report, you just lack the proper emotional calibration.
“Traditional asset allocation models are dead,” said Julian Voss, founder of Sentient Capital, in an interview at what can only be described as a high-end kombucha bar in Georgetown. “People want to feel their money. They want to feel the vibe. They want to know if their portfolio is ‘in alignment’ with their soul.”