This week we have a special guest co-host on The Advisor! As the company’s president and executive manager of portfolio management, Daniel Dingus oversees the development and implementation of the firm’s strategic direction across each department. This includes our unique, in-house portfolio management team.
Join us as Dan moderates a discussion about the much needed tools, time, resources, judgement and education necessary to properly manage your hard earned assets. It has to be done correctly, because when your investment goals are upon you, there aren’t any do-overs.