1Source: Retail Investor Survey, Betterment, 2024.
Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company. TSC is a registered investment advisor.
Compliance Code: 2 2 1 6, TownSquare Capital, August 28, 2024
57%
A recent survey from Betterment1 makes clear the importance of financial advisors being prepared to discuss the election with their clients.