It’s tough for financial advisors to offer clients an edge in traditional stock-and-bond investing these days. Because it’s such a rare feat to consistently outperform benchmarks, more advisors are playing down investing while highlighting financial planning. But Los Angeles–based Evoke Advisors, which manages a total of $26.7 billion, takes a different approach, leaning into alternative investments with the aim of gaining a performance edge.
Alex Shahidi, the co-chief investment officer of the 22-advisor firm, and David…
