The Integrated Financial Advantage with Jason Archambault & Matthew Neyland

Описание: On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth.

Join them as they discuss:
• Leading with financial planning and goals
• Adding value for clients with direct CIO access
• Constructing all-weather portfolios using alternatives
• Calming client’s nerves by anchoring to the plan
• Active management in down markets

Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee.

Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee.

Episode Highlights:
00:00 - Intro
04:06 - Jason and Matt’s first memory of money
06:07 - The journey to SKWealth
13:44 - Building client portfolios
23:01 - From short-term trading to long-term institutional investing
28:01 - Client success stories
33:22 - Active management
37:38 - Lightning round

Harbor Capital: [email protected] | https://harborcapital.com
Bryan Moore:   / bryanmoore71  
Jason Archambault:   / jasonarchambaultcfp  
Matthew Neyland:   / matt-neyland-cfa-caia-65530117  
SKWealth: https://skwealth.com/

Music provided by Tom Hunt / Music&SFX Pro, Artlist License

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