Breaking Down Investment Funds
May 20, 2024•51 min•Ep. 125
Episode description
Picking a fund is like buying an apple… why are there so many of them... Gala and Fuji are different… forget it I’ll just get this green one. This week we go behind the scenes and talk about how we evaluate and compare investment funds for our clients day to day, all without losing our sanity. We talk about how we break down geography, risk, sector, performance, philosophy and other metrics all through the lens of a clients story and financial goals in life.
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