Investment Philosophy and East Bay Introduction
- Author
- David Shotwell CFP(r) and Nick Nauta CFP(r)
- Published
- Mon 14 Feb 2022
- Episode Link
- https://srbadvisors.com/investment-philosophy-and-east-bay-introduction/
Dave and Nick talk about Shotwell Rutter Baer’s investment philosophy. They also introduce their new partnership with East Bay Investment Solutions. East Bay is an investment consulting firm providing services such as portfolio oversight, investment due diligence, and wealth management guidance tailored to meet the needs of Shotwell Rutter Baer clients. In addition, East Bay provides model...
