NAAIM Conference - Brad Hartmann

from Strategic Investor Radio · host OC Talk Radio

A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets. He uses dividend stocks, Closed End Funds, Preferred Stock, ETF's and Mutual Funds, but no Short Selling. He imploys options and options spreads to create hedges for his portfolios.

Episode metadata supplied by the publisher feed · Published Jul 6, 2017

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NAAIM Conference - Brad Hartmann

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