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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation About Investment Management

A Conversation About Investment Management

We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are?

In this episode, Ryan English and Thom Guidi explain the role of investment managers and what they do to help clients prepare for the future. Ryan and Thom aim to give you a look into the investment manager role, so you know what to expect when working with one.

Ryan & Thom discuss:

  • What investment management is and the other names it's often called
  • Client involvement throughout the investment management process
  • The process to structuring a portfolio
  • How a client goals play a key role in asset allocation
  • And more

Connect With Ryan English & Thom Guidi: