Silicon Valley Bank

The following Video is by Advisor Share Wealth Management investment principal Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM.

Joe oversees our multi-manager portfolios and is a rock star 3rd party manager in his own right.

To watch a video where Joe explains how he manages his five purely “tactical” strategies (what he calls sailboats) click here.

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