Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

from Strategic Investor Radio · host OC Talk Radio

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client. Listen to Rahul tell how they do it.

Episode metadata supplied by the publisher feed · Published Feb 4, 2020

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Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

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