Sometimes being a financial planner is a lot like being a therapist. Nadia Cavner, Executive Vice President with the Nadia Cavner Group of Cambridge Investment Research, spends a good portion of her time trying to rein in clients' emotion-driven impulses. Ms. Cavner manages over $362 million in assets, mostly for millionaire clients. Her primary focus is on asset allocation and building a diversified portfolio, choosing good-quality funds and keeping an eye open for areas where they might not have enough exposure. In particular, she's boosting exposure to overseas markets, excluding emerging markets, and avoiding hedge funds and alternatives at all costs. Her goal is to find a way to put her clients enough at ease that they can bring up even the most stressful personal issues that may affect their financial well-being. As a testament to her performance, the majority of Mr. Cavner's clients have remained with her for over 15 years, since she started as a financial advisor. Not surprisingly, Barron's named her as one of the top 100 women financial advisers in America.
Sometimes being a financial planner is a lot like being a therapist. Nadia Cavner, Executive Vice President with the Nadia Cavner Group of Cambridge Investment Research, spends a good portion of her time trying to rein in clients' emotion-driven impulses. Ms. Cavner manages over $362 million in assets, mostly for millionaire clients. Her primary focus is on asset allocation and building a diversified portfolio, choosing good-quality funds and keeping an eye open for areas where they might not have enough exposure. In particular, she's boosting exposure to overseas markets, excluding emerging markets, and avoiding hedge funds and alternatives at all costs. Her goal is to find a way to put her clients enough at ease that they can bring up even the most stressful personal issues that may affect their financial well-being. As a testament to her performance, the majority of Mr. Cavner's clients have remained with her for over 15 years, since she started as a financial advisor. Not surprisingly, Barron's named her as one of the top 100 women financial advisers in America.