Avantis Investors Event • ETF Tax Efficiency and Liquidity • Top 100 RIAs to Watch
Monthly AIRE Perspectives – July 2023
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
You Are Invited to an Exclusive AIRE Advisors Live In-Person Event: An Evening with Eduardo Repetto, CEO of Avantis Investors
On August 24th at 6pm, we are pleased to host an exclusive live in-person event in Beverly Hills with Eduardo Repetto, CEO of Avantis Investors, and former Co-CEO and Co-CIO at Dimensional Fund Advisors. Owned by American Century Investments, Avantis has had explosive growth since its inception in 2019, growing to more than $25 billion in AUM in less than 4 years.
Eduardo will discuss a number of educational and current topics, and will take questions from attendees. Topics of discussion will include:
The process and methodology at Avantis
Factor investing and a tile towards certain factors
Tax benefits and other advantages of the ETF structure for managing portfolios
Avantis’ strategy for staying on the cutting edge of the latest research
…And much more!
For more information on Eduardo, you can click here for a recent podcast and article. For a quick glance at Avantis, you can click on the first attachment to this email.
To RSVP for this special event, please send an email to info@aireadvisors.com. We look forward to seeing you there!
Important Topics to Consider: ETF Tax Efficiency and Liquidity
Among the topics to be discussed at our event will be ETF tax efficiency and liquidity. We will give you a behind-the-scenes glimpse into how ETFs work, including the trading mechanisms that give ETFs liquidity and certain tax efficiencies. In the meantime, we want to share two articles from American Century with you regarding these topics. Please click on the second and third attachments to this email for these articles.
AIRE Advisors Ranked in AdvisorHub Top 100 RIAs to Watch!*
This past month, we were honored to be ranked among the Top 100 RIAs to Watch by AdvisorHub, one of the industry’s leading trade publications. You can click here for the article.
AIRE Advisors in the News
We were recently featured in CanvasRebel Magazine’s “Mission Driven Brands & Creators” section. Please click here for the article and interview.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
* This ranking from AdvisorHub was posed on 06/20/2023 and based on the 2022-2023 fiscal years. No cash or non-cash compensation was provided directly to indirectly to AdvisorHub prior to this ranking being posted. However, after AIRE Advisors, LLC became aware of this ranking, AIRE Advisors, LLC purchased the rights to the “Advisors to Watch” logo from AdvisorHub for $299 and purchased a ticket to the 2023 “Advisors to Watch” Summit for $199.
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