Guest Interview on the Marc and Mandy Show
Feb 12, 2020 ·
4m 44s
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Description
I built my business around custom holistic wealth advice. there's kind of two parts. One is the actual portfolio management. That is me, my passion building portfolios, what I studied...
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I built my business around custom holistic wealth advice. there's kind of two parts. One is the actual portfolio management. That is me, my passion building portfolios, what I studied my whole life to do, Portfolio theory. Risk adjusted returns. And actually it's, it's the custom-ness of the advice piece, holistic wealth advice, are we saving for the kids? Or, the retirement fund? What are we doing with respect to your personal situation? And it becomes a custom piece of wealth advice.
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Information
| Author | Rob Tetrault |
| Organization | Rob Tetrault |
| Website | - |
| Tags |
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