In the world of wealth management, Hall concluded, one size doesn’t fit all. Best adds that the move positions Cap Strat to expand service offerings without compromising the high-touch advisory model that has fueled its success. “Our clients benefit most when we can combine personalized guidance with the capabilities of a larger organization,” she says. Sage Wealth Management market flow data shows ETFs attracting significant inflows in international equities, suggesting investors are diversifying away from U.S.-only exposure.
