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Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm’s Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm’s information technology strategy.

In this episode, Chris and Adrian discuss:

1. Why Most People Ignore Portfolio Managers—Until They Don’t

2. Building Lasting Client Relationships in Wealth Management

3. Navigating Market Cycles

4. Word-of-Mouth Growth

LinkedIn: https://www.linkedin.com/in/adriandavies1/

Website: https://www.woodstockcorp.com/ 

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.