Clint Sorenson, CMT, CFA Featured On RIA Channel

Clint Sorenson, CMT, CFA, was featured on RIA Channel on Monday discussing the advantages of outsourcing the CIO role within a firm. He was interviewed by Julie Cooling, founder of RIA Channel. Sorenson is a co-founder of WealthShield LLC, provider of custom indices and analysis.

“Portfolios today tend to have an institutional bias,” Sorenson said, emphasizing the importance of portfolio customization and behavioral analysis. 

He went on to explain the ease of constructing an institutional-quality asset management program with WeatlhShield's tools. 

Watch the full interview here: WealthShield’s Sorenson Talks Outsourced CIOs and Custom Indexes.