Advisor Edge: The GVA Way – Episode 20

🎙️ Episode 20 of Advisor Edge: The GVA Way is live!

James sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team.

Eric brings a wealth of institutional experience in alternative investments and private markets — and in this episode, we dive into how GVA is building an alternative investment solution for our advisors that reflects the continued growth and evolution of our Asset Management platform.

At GVA, we remain committed to delivering the tools, products, and support our advisors need to thrive.

🎧 Listen now and follow along: Advisor Edge: The GVA Way

Key highlights from the discussion:

• Bridging the Alternatives Gap – Many high-net-worth clients want access to private investments, yet barriers such as high minimums and complex structures often limit participation. Eric’s focus is on helping GVA bridge that gap.
• The GVA Private Fund Initiative – The goal is to provide exposure to private equity, credit, real estate, infrastructure, and hedge funds. This semi-liquid structure is designed to offer diversification while maintaining a long-term investment mindset.
• Evolving the 60/40 Portfolio – With markets shifting, traditional allocations are changing. Institutions are increasingly adopting 60/30/10 models, incorporating alternatives for diversification and inflation protection. GVA’s approach brings that same innovation to our advisor network.

Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Mike Burke Manager, Advisor Websites & Marketing

After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams, from UX designer to front-end developer to his final role as a Senior Art Director. After transitioning into management consulting, he was on the road for three years, working with enterprise-level companies such as Microsoft, Aon, and Vanguard and expanding his skill set from digital and web to organizational strategy and management.

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