YD Wealth Webinar: A conversation with Ethan and Alan on Investing like Harvard

Invest Like Harvard: Institutional-Caliber Portfolios

With ongoing tariffs and economic uncertainty, we did a deeper dive into our structured investment process and shared how our institutional-caliber portfolios are constructed to capture opportunities, while protecting capital during market turmoil.

OUTLINE

• Introduction: Brief Market Update
• Holistic Wealth (3 Pillars) à Focus on Investment Management
• Investment Process: Institutional-Caliber Portfolios
  • Strategic Asset Mix (Long-Term)
  • Tactical Asset Mix (Short to Medium-Term)
• Closing Thoughts
• Q & A