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2020 WealthManagement.com Industry Awards Names Resources as a Finalist

Resources Investment Advisors – A OneDigital Company, has been named a finalist for the 2020 WealthManagement.com Industry Awards in the Asset Management: New Product Development category for its Personalized Portfolios program. This award honors a company that has developed a new product or service offering that enhances and expands advisors’ access to investment management products/services for managing risk, volatility, access to asset classes, portfolio construction innovation.

Resources is one of 9 companies being recognized alongside American Century, Charles Schwab, Fidelity, Morningstar, and Orion.

Personalized Portfolios is a managed account solution using Collective Investment Trust (CIT)s to bring the lower cost and more efficient versions of investments to all retirement plans and participants regardless of plan and account size. By utilizing a CIT structure to create scale, we can reduce the price of underlying investments. Our strategy is cost conscious, platform agnostic, and focused on individual outcomes.

This is an important initiative because the efficiency, cost and volatility of investments can have a big impact on each participant’s ability to meet their financial goals. When combined with a personalized strategy controlling these factors can add substantial value.

“This recognition speaks as a testament to the incredible work our Portfolio Management team has done. Jamie Battmer, our Chief Investment Officer, has done the research to make sure this program will bring access to all participants,” said Vince Morris, President of Resources Investment Advisors – A OneDigital Company.

Resources will attend the Wealthies Live Virtual Awards on September 10 and host a Wealthies “watch party” where the winners for each category will be announced.

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