Welcome ‘Grow Your Business & Wealth’ Podcast Listeners!

Welcome, podcast listeners! I was pleased to join host Gary Heldt on the 'Grow Your Business & Grow Your Wealth' podcast, Episode 181. In this episode we discussed outcome-based investing and using quantitative investment management to better manage risks and reduce exposure to large losses for investors. We explored building diversified portfolios for stable retirement income and those near-retirement. Near the end of our discussion, we also talked about how investors can invest in the artificial intelligence (AI) theme in a prudent responsible way, for those who want exposure to this technology revolution.

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.