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.

Stef Dolan Director, Marketing

Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.

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