2025 Q3 Review and Q4 Preview
Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM
Chief Investment Officer (CIO): AdvisorShare Wealth Management
De Facto Chief Investment Officer (CIO): Advisors TAMP
If you are using Asset Mark, Envestnet, SEI, Orion, or other TAMPs, you can DO BETTER! You can leverage Joe Maas as your “de facto” CIO, where he vets 3rd party managers and builds multi-manager portfolios designed to achieve superior “risk-adjusted returns.”
Many of the managers offered on this TAMP are ones you’ve never heard of and are better than the ones you are using (better than Howard Capital, Hanlon, Beacon, Navellier, Potomac, and the list of average to underperforming 3rd party managers goes on and on). 3rd party managers do not get on our platform unless vetted by Joe. Let Joe do the vetting for you!
The following video is one Joe created to also be used with consumers. It’s nice to have the quant who can speak plain English to explain the state of the market and where Joe sees it going (and how our TAMP offering is postured to achieve superior risk-adjusted returns no matter the market conditions).