How I Invest My Own Money

In today's episode Nicholas Olesen, CFP®, CPWA® and Michael McDermott, CFP® talk about how they each invest their own money and also why their firm, Kathmere Capital, manages models versus custom portfolios for their clients.

• Why investors should ask their advisors how they manage accounts, is it custom or model based?
• Models allow all the best thinking to be used for all clients at the same time
• How volatile times shine a light on the downside of custom portfolios
• They both share they invest their own money and why they invest just like their clients

We hope this was a quick episode and the reasons we invest like we do was helpful for those that we are honored to serve but also those of you working with an advisor.

Please send us feedback and any topic or questions you would like us to cover.  Email us at: [email protected]