Hortz: In closing, what best advice can you offer financial advisors on how to best work with microcaps in their portfolios and in discussions with their clients?

Corbett: Microcap stocks offer a great diversification benefit. A diversified portfolio of microcap stocks tends to have very low correlation to that of the broad equity markets and a modest allocation may make a significant improvement in an investor’s overall risk-adjusted return. Please feel free to use the information from our research reports on this asset class in your discussions.

The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors—Pershing, Voya Financial, Ultimus Fund Solutions, Fidelity, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines). For more information click here.

 

 

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