I don’t want tobacco or alcohol in my portfolio.” This is a statement one client requested recently which brought to mind a good topic for a soundbite, managing client restrictions. In this episode, President & Portfolio Manager Robert Kincade discusses how we work with a client to understand their restrictions and apply it to an investment portfolio.
Disclosure: The views expressed here reflect those of the speakers as of 10/18/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.