Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it will add to your financial peace of mind.
Here is an interview with Kyle Smith, Portfolio Manager at Newport Private Wealth. It focuses on their investment review, how to interpret current market events and how to properly position portfolios to take advantage of those events.
These calls are recorded by Scott Plaskett and Mike Chronowich and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.
