EPISODE · Oct 29, 2018 · 28 MIN
Tactical Investing - Synergy Financial Management - w/ Joseph Maas
from Strategic Investor Radio · host OC Talk Radio
Joe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.
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Tactical Investing - Synergy Financial Management - w/ Joseph Maas
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