A3.0 Webinar - The Case for Custom Indexing Recap

What if there was a simple, cost-effective way to elevate your model portfolios and better serve your clients. Say hello to custom indexing.

 

Custom indexing is the ability to tailor your clients’ investments through technology – and its growth is tipped to surpass mutual funds and ETFs.

 

So, what is custom indexing, and how can advisers use it?

 

In this webinar, Tom Ham, CEO of Calton, provides a practical use case for custom indexing and explains why it isn’t simply an investment approach, but an experience that can enhance your value and deepen client relationships.

Tom is Group CEO at Calton, the business he founded in 2021 with the aim of setting new standards for the financial planning profession. He believes that real financial planning, with a focus on deep client relationships and delivering expert guidance with clarity, can change lives.

He began his career at a well-known insurance and investment company before progressing to become a senior financial adviser at a national law firm, where he served on the committee overseeing the investment proposition and processes.

Today, committed to nurturing the next generation of professional talent at Calton, Tom is building a team of experts working towards shared goals. He believes in harnessing technology to streamline processes, allowing advisers to devote more time to their core activity, helping clients.