Executives at the RIA Halbert Hargrove came to the conclusions several years ago the traditional 60/40 stock-and-bond portfolio had become outdated and made the landmark decision to replace it with portfolios containing a more diverse set of asset classes. How did the decision come about? How was executed? What was the reaction from the firm’s advisers and clients? And how has the plan worked thus far? CEO Russ Hill and investment committee chief Brian Spinelli join the discussion. (09/2018)

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For more information or questions, please contact Halbert Hargrove at hhteam@halberthargrove.com.

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