Investment behavior and strategy have certainly changed, with the events of 2020 bringing challenges and opportunities in this "new time". Wealth Professional interviewed our Kendra Kaake about the importance of establishing, and sticking to long-term, enterprise-wide strategy and goals. She believes that it’s our responsibility to help ensure our clients achieve long term financial goals, and that it’s key for every organization to tie investment strategy to clients' specific situations by creating goals-based portfolios, focused on risk management from a top down, total enterprise level.

Kaake says, “You can’t think of managing an investment portfolio in a silo without any recognition of the broader business.”

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