Avantis Investors

Congratulations to Charlie Sweeney on being promoted to Vice President, Relationship Director & Investment Specialist at Avantis Investors. Charlie has done tremendous work at Avantis in the support of advisors and we’re truly excited for Charlie to take on this new role to deliver great client service to our clients. Don’t hesitate to reach out to Charlie to learn more about his role and how he can help advisors. Congrats again on your well-deserved promotion, Charlie!

Join us for a brief review of the equity and fixed-income markets over the first quarter of 2025, and a look at the performance drivers across Avantis strategies. Register now: https://a.vant.is/4icsYYy

We're thrilled to announce Tom Fellowes as American Century Investments’ new Vice President of Sales in Australia. With 20 years of experience in the UK, New Zealand and Australia, Tom’s knowledge of the needs and goals of financial advisers makes him an exceptional addition to the team. Tom will be pivotal to broadening American Century's product offering in Australia which will soon include the Avantis Investors range. Welcome to the team, Tom! We’re proud to have you with us to better serve the adviser community! Read more at: https://a.vant.is/4lmffRA #AustraliaBusiness #FinancialAdvisor #AustralianInvestments #InvestmentStrategies

Get the latest from our Monthly Field Guide, including data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders. https://a.vant.is/4i3dkyJ #finance #investing #wealthmanagement #investmentoutlook

We are happy to announce the latest addition to the Avantis ETF lineup. Learn more here: https://a.vant.is/4hMIPgp

On Episode 8 of The Behavioral Divide podcast, host Hal Hershfield speaks with renowned financial literacy expert and Stanford University Professor Annamaria Lusardi, along with Tom Cock, Partner and Regional Director at the financial advisory firm Apella Wealth. They shed light on the current state of financial literacy and explain why it deserves our attention today more than ever. Watch or listen on your favorite platform now! 🎧 🎞️ YouTube: https://a.vant.is/3DVQCun 🎧 Spotify: https://a.vant.is/3FG2S2G 🎧 Apple: https://a.vant.is/3XZsU7e

We're proud to sponsor the 9th annual Markets Group UK Investors Forum on April 1, in London. Don’t miss this peer-to-peer learning and networking opportunity for the regional private wealth community. Visit the event page for more information: https://a.vant.is/4kRC1Rr

Would you rather receive a $100K lump sum at the start of retirement or $500 per month? What about $2 million to start versus $4K per month? In our latest Academic Perspective from Hal Hershfield, we explore the psychology behind our perceptions of wealth, how we tend to respond to income amounts in different formats, and how these insights may help us make better financial decisions. https://a.vant.is/4hlccWM

Join us for the next episode of The Behavioral Divide! Host Professor Hal Hershfield will lead a discussion with financial literacy expert Professor Annamaria Lusardi of Stanford University and Tom Cock from Apella Wealth, examining the current state of financial literacy and why it may deserve our attention today more than ever! Register now at: https://a.vant.is/4bC1HgD If you can’t make it, subscribe to The Behavioral Divide on YouTube, Spotify, or Apple Podcasts to be notified when new episodes are available on demand! #FinancialLiteracy, #PersonalFinance, #MoneyManagement, #FinancialEducation, #BehavioralFinance

Our latest Did You Know unpacks Warren Buffett’s annual letter to Berkshire Hathaway shareholders, expanding on messages we believe to be good reminders for investors. https://a.vant.is/3DCxTnD #ValueInvesting #WarrenBuffett #InvestmentWisdom #StockMarketInsights