Best of the Best 2023

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ASSET MANAGERS Thought Leadership Advisor Education

KESTRA INVESTMENT MANAGEMENT

Kestra Investment Management (KIM) has offered a weekly e-mail newsletter series available to all Kestra Holdings advisors since the team’s genesis in 2021. This e-mail series comprises weekly alternating video and written thought leadership content on the markets and economy authored by Chief Investment Officer Kara Murphy, CFA – titled Markets in a Minute and Money with Murphy. These two weekly features offer engaging advisor and client-friendly content that goes beyond the headlines to illuminate market and economic trends in clear, jargon-free language. To make it easy for our advisors to share this content with clients, both commentaries include an easy-to-use template for advisors to leverage the materials with clients in various communications including social media and email marketing. As KIM has continuously broadened its content library to provide more client-friendly material in a variety of formats, the team recently expanded its weekly email commentary to include additional thought leadership in the form of client- approved market outlooks, shareable one-pagers and white-papers, media appearances, and a monthly webinar series featuring industry centers of influence. Markets in a Minute Newsletter

Kestra Investment Management provides its affiliated investment professionals with timely economic and market insights, comprehensive investment solutions, and sophisticated analysis and support. We are dedicated investment professionals with over a century of combined experience managing assets for some of the industry’s most respected firms. Our cost-effective approach focuses on the needs of independent financial professionals and couples extensive investment expertise with portfolio solutions that are flexible and easy to use. This creates efficiency for our advisors as entrepreneurs and deepens their investment capabilities.

www.kestraim.com

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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