Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer of LVW Advisors, moderated an RIA Institute webinar on July 22. The panelists on the webinar titled, “Why Interval Funds and Where They Fit in Your Clients’ Portfolios,” focused on explaining what interval funds are, the type of investments included in these funds, how to best implement them in a portfolio, and the overall risk and reward of using them in the current market environment.
RIA Institute is an organization comprised of executives from leading Registered Investment Advisor firms around the country. They gather three times a year to share and discuss best practices in areas of investment management, tax planning, and firm operations. Joe is a member of the RIA advisory board, along with Lori Van Dusen, Founder and CEO of LVW Advisors.