Dan Ludwin & Dalal Salomon featured in Barron’s article: “19 Top Advisors Reveal Their Best ETF Strategies”

May 3, 2019

“It allows us to not just think about investments, but also about specific clients and their needs, as opposed to thinking about hiring or firing this or that manager.” 

  • Dan Ludwin

“We employ a logic-based mathematical model that sells a little bit of holdings after they pass a certain threshold, and puts those proceeds into a number of different buckets.”

  • Dalal Salomon

Read the Full Article.