Smart Money Circle

My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State.  Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM). Contact: Phone: 509.325.2003 Website: https://www.tencapital.com/

My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping things simple and finding under-valued assets.  Learn how he "keeps running" and hunts for new ideas. Sean's Contact Info: Phone: 434-825-0000 E...

My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss! Eric Cadogan can be reached via his LinkedIN page.

Today's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation.  Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks ( G rowth A t a R easonable P rice). Tim also shares some timeless investment advice, what mistakes to avoid, how to diversify your portfolio and how to use...

In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour.  Dan can be reached at: Phone Num...

Attention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest: Dave Sather, President at Sather Financial Group. Dave talks about the importance of separating a company from its stock and teaches you how to analyze a company like Warren Buffett.  Dave talks about cash flow, Debt, Return on Equity, and how leverage c...

In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years.  Stephen Can Be Reached At:  P: (303) 300-3323 x5221 | F: (303) 872-6598 |  or  www.trilogyfs.com/stevehartel

In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy.  Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead.  Stephen can be reached at:  Stephen A. Hartel Phone: (303) 300-3323 x5221 Website: www.trilogyfs.com/s...

This is the second part of Brian Chastain's interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM.  In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM to $1.5B in 20 years!  To Contact Brian visit: https://www.mycfo4life.com  

This episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today's guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019) Contact Brian: https://www.mycfo4life.com/

Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over aga...

Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM).  Learn from the best and join the SmartMoneyCircle.com