You may not give it much thought, but a lot of time and care go into the development of an investment portfolio, particularly a portfolio as unique as that of The Household Endowment Model®. So how is it different from other portfolios, and perhaps more importantly, what kind of research and due diligence are involved in order to create a platform that strives to provide investors with the same advantages that the major university endowments do for their ultra-rich investors? You’ll find out on this edition of the program when Vince visits with portfolio designer Vali Nasr, CEO of Claraphi Advisory Network.
About the Show
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."
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Vince Annable holds Series 6, 7, 24, 63, and 65 licenses in Arizona, California, Colorado, Florida, Illinois, Montana, Nevada, New York, North Carolina, Tennessee and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Vince Annable before proceeding further.