Ayako Yoshioka, CFA®, Director and Senior Investment Strategist at Wealth Enhancement, was featured in Financial Advisor Magazine’s article, “Gated Alt Investment Clients Are Coming Back For More, Goldman Says.”
Ayako Yoshioka, senior investment strategist at Wealth Enhancement in Oakwood, Calif., said a first-time client’s eagerness to dip a toe in can backfire on the advisors willing to help them.
Access the full article here: Gated Alt Investment Clients Are Coming Back For More, Goldman Says