Manager Spotlight Webinar: Park City Investment Solutions x Revisor

Описание: In this webinar, Revisor hosts Joshua Flade, CFA — Chief Investment Officer of Park City Investment Solutions — for an in-depth conversation on markets, portfolio construction, and how institutional-grade investment models can be integrated into advisor workflows.

This session covers:

▶ Market & Economic Outlook

Earnings strength and valuation dynamics
Consumer spending, GDP, and employment trends
Why current data does not suggest an imminent recession
Impact of rate cuts and fiscal policy heading into 2026

▶ Investment Philosophy

Importance of knowing what you own and why
Why market timing fails — and how staying invested wins over time
The role of quality investing and cost-efficient vehicle selection

▶ Diversification & Alternatives

How broadening portfolios beyond the S&P 500 improves outcomes
Use of private credit, private equity, infrastructure, and real assets
How institutions allocate — and how advisors can replicate elements of that approach

▶ Park City Models on the Revisor Platform

Growth SMA & Growth ETF strategies
Growth Alt Plus and Income Alt Plus portfolios
Defensive income, protection-focused options, and customizable core–satellite mixes