A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
May 16, 2023
In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital is joined by Patrick Huang, CAIA and Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including:
The primary value offering at Source Financial Advisors
Patrick’s investment philosophy
How investment strategies evolve in a dynamic economic environment
The advantages offered by going independent
Advice for consultants pivoting from a wirehouse to an independent advisor
In this episode of The Active Advisor podcast, host Bryan Moore, CETF and capital Market Expert at Harbor Capital, is joined by Patrick Huang, CAIA and Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including:
- The primary value offering at Source Financial Advisors
- Patrick’s investment philosophy
- How investment strategies evolve in a dynamic economic environment
- The advantages offered by going independent
- Advice for consultants pivoting from a wirehouse to an independent advisor
Patrick Huang, is a CAIA and Director of Investments at Source Financial Advisors. He has 10+ years of experience in managing portfolios for both private clients and institutions.
Patrick is a leader on the investment team and is responsible for setting the investment philosophy and investment process. His expertise is overseeing strategic and tactical asset allocation decisions across multiple asset classes, including public equities and public bonds and alternative vehicles such as real assets, hedge funds, and private equity funds.
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Guest Details:
Harbor Capital Details:
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so