EPISODE · Jan 31, 2020 · 44 MIN
Episode 10 - Sam Harris: Patina Wealth
from The Brad Rykal Brief · host Brad Rykal
Talking with Sam Harris from Patina Wealth. Patina Wealth is an independent Registered Investment Advisor with offices in Charlottesville, VA and Richmond, VA. They work with each individual client to build a portfolio that meets their specific needs.More at: https://patinawealth.com/It is important to find a fiduciary advisor if you are going to have someone else manage your money. We discussed:-Review of the market in 2019-The importance of diversification and the benefits of a passive portfolio. -Superbowl 54 predictions!If you haven't already please subscribe to the podcast. Hope you enjoy! -Brad---Email: [email protected]: @bradrykalIf you like the show - subscribe, leave a review or tell a friend. ---Email: [email protected]: @bradrykalBlog: https://bradrykal.blogspot.com/If you like the show - subscribe, leave a review or tell a friend.
What this episode covers
Talking with Sam Harris from Patina Wealth. Patina Wealth is an independent Registered Investment Advisor with offices in Charlottesville, VA and Richmond, VA. They work with each individual client to build a portfolio that meets their specific needs. More at: https://patinawealth.com/ It is important to find a fiduciary advisor if you are going to have someone else manage your money. We discussed: -Review of the market in 2019 -The importance of diversification and the benefits of...
NOW PLAYING
Episode 10 - Sam Harris: Patina Wealth
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.