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Adjusted for Risk: All Things Direct Indexing With Revisor Wealth Management Partners' Landon Jones and Ethan DunbarAdjusted for Risk: All Things Direct Indexing With Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar

Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar discuss the benefits of outsourcing investment management, and all things direct indexing, including how it's different than SMAs.

Ryan Nauman, Market Strategist

March 20, 2023

Revisor Wealth Management Partners' Landon Jones, MBA, CFP and Ethan Dunbar, CFA, join the show in a very engaging and entertaining conversation that you don't want to miss! In this episode we discuss the benefits of outsourcing investment management, and all things direct indexing including how it's different than SMAs. And there might be a quick discussion about eggs and some tennis stories. 

Revisor Wealth Management Partners: www.https://www.revisorpartners.com/

Learn more about the award-winning Zephyr: https://informaconnect.com/zephyr/

Listen to the Adjusted for Risk Podcast

About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.