Smart Money Circle

Simple Investing With Sean Miller

My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping things simple and finding under-valued assets. Learn how he "keeps running" and hunts for new ideas. Sean's Contact Info: Phone: 434-825-0000 Email: sean@millerasset.com Website: http://www.millerasset.com/...

Learn How A $140 Billion Firm Plays The Game

My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide. This is a great episode packed with timeless investing advice that you don't want to miss! Eric Cadogan can be reached via his LinkedIN page.

Looking For G.A.R.P. Stocks? Learn How A $450M RIA Finds Growth Stocks That Are Trading At A Reasonable Price

Today's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation. Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks ( G rowth A t a R easonable P rice). Tim also shares some timeless investment advice, what mistakes to avoid, how to diversify your portfolio and how to use fundamental analysis to find under-valued stocks. About Tim: Tim Call is the Chief Investment Officer and...

Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM

In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour. Dan can be reached at: Phone Number: (800) 472-8086 Website: http://www.chathamwealth.com/...

Timeless Value Investing Lessons From Dave Sather Who Manages $750 million

Attention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest: Dave Sather, President at Sather Financial Group. Dave talks about the importance of separating a company from its stock and teaches you how to analyze a company like Warren Buffett. Dave talks about cash flow, Debt, Return on Equity, and how leverage can work for you (when you are right) and against you (when you are wrong). Dave also teaches you how to an...

Part II: Timeless Investing Lessons & The "Best" Advice -Over $2 billion RIA

In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years. Stephen Can Be Reached At: P: (303) 300-3323 x5221 | F: (303) 872-6598 | or www.trilogyfs.com/stevehartel

Part 1: Steve Hartel At Trilogy with Over $2B AUM

In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy. Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead. Stephen can be reached at: Stephen A. Hartel Phone: (303) 300-3323 x5221 Website: www.trilogyfs.com/stevehartel

Part 2: Timeless Advice For RIAs - From A $1.5 billion RIA

This is the second part of Brian Chastain's interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM. In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM to $1.5B in 20 years! To Contact Brian visit: https://www.mycfo4life.com

Part 1: 8 Timeless Lessons & Learn How To Retire With Dignity - Guest Brian Chastain CIO & PARTNER CFO4 Life -$1.5B AUM

This episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today's guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019) Contact Brian: https://www.mycfo4life.com/

4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors

Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over again. Mark also gives you 4 hidden risks to a diversified portfolio and answers the following question...

Trailer - Smart Money Circle Podcast

Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM). Learn from the best and join the SmartMoneyCircle.com

Smart Money Circle (Trailer)