Investment Governance & Due Diligence

Peer to Peer: Conversations with Advisor, for Advisors

How do advisors and fiduciaries evaluate new offerings? What questions should you ask when evaluating your model portfolios, and how do you determine what will ultimately be a value-add? Two seasoned financial advisors join us for this installment of our series, Peer to Peer: Conversations with Advisors, for Advisors.

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You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus, which can be obtained by visiting Avantisinvestors.com or by calling 833-928-2684, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

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