Veteran Advisor Shares Insights on Portfolio Models

Nate Geraci talks about where the financial planning industry has been and where it’s heading. 

The president and founder of The ETF Store, Nate Geraci, shares his insights on everything from building portfolio models and helping clients understand crypto to providing value against the forces of artificial intelligence.

In this first episode of Advisor Upside, the veteran financial advisor and ETF enthusiast sat down with etf.com wealth management editor, Jeff Benjamin, for a conversation about where the financial planning industry has been and where it’s heading. 

Nate also talks about how he continues to navigate the Fed’s monetary policy moves and how over the past few years “we were darn near perfect.”

On the hot topic of spot bitcoin ETFs, Nate said the new ETFs haven’t yet been added to his portfolio models, but that the questions from clients have been flooding in.