Dakota Live! Podcast

Understanding RIAs with Aldo Vultaggio, CIO

Aldo Vultaggio, Chief Investment Officer at Capstone Financial Advisors, Inc. shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices.

RIA firms have represented the fastest-growing category in the U.S. wealth management market for the past six years. Learn more about why you should not overlook this channel when prioritizing your business development goals, while discovering successful firms like Capstone Financial Advisors.


Also Available On

Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.