Beyond big-name fund managers: It’s time for smarter diversification

If you walk into a nutritionist’s office and walk out with a meal plan that consists solely of healthy salads—well, sure, it may not be the worst advice. But is it insightful? Groundbreaking? Worth paying for? Probably not. And yet this is exactly what many investors are getting from their registered investment advisors (RIAs): a portfolio packed with S&P ETFs and funds from the likes of KKR, Blackstone and BlackRock—the “salads” of investing.

You can read the full article by Christian Faes on Forbes here: https://www.forbes.com/councils/forbesfinancecouncil/2025/05/05/beyond-big-name-fund-managers-its-time-for-smarter-diversification/