Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial Planning


Feb 7, 2022

TCI Advisor Lily Styrmoe, CFP®, CSRIC™ wrote an op-ed for Financial Planning outlining why she thinks Separately Managed Accounts can be a good fit for clients who want to use their portfolios to try and accomplish specific sustainability goals.

This material has been prepared for informational purposes only, and is not intended to provide, or to be relied upon, for investment advice. Please contact your TCI Advisor if there are any changes in your personal/financial situation or investment objectives.

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