Welcome Active Advisor Podcast Listeners
David Marra
Episode 24: Specialization and Success in Investment Management
Welcome Active Advisor Podcast listeners! Thank you joining my discussion with host Bryan Moore of Harbor Capital as we discuss the potential of AI to revolutionize global growth and the investment industry and ways that RIAs can use AI to improve their practices.
At Markin Asset Management, we develop rigorous systematic methods that seek to manage risks, reduce exposure to large losses, maximize tax efficiency, and ultimately improve the income and return characteristics of portfolios for clients who are in the investing or retirement phases of their lives. Our approach builds on traditional investment theory and quantitative advances to help Registered Investment Advisors (RIAs) utilizing our investment services better manage risks and capitalize on opportunities.
If you are an RIA looking to enhance your investment offering with a disciplined, risk-managed and diversified approach, we might be the right fit for you.
Below are the resources I mentioned on the podcast. If we can be of service to you and your practice, don’t hesitate to contact us.
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