Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment strategies. They talk about the importance of planning and how a client focused approach is different from just pure asset allocation. Finally, they talk about crypto and where it fits into the current investment landscape.

Michael Preis is the Chief Investment Officer at TCI Wealth Advisors, where his role is to help deliver an investment experience that gives their clients the greatest odds of success, anchored in long-term planning and rooted in time-tested principles. Michael is passionate about demystifying investment markets, but even more so about helping clients build the confidence that comes from a sound, disciplined approach.

Prior to finding a professional home at TCI, Michael spent 15 years with Dimensional Fund Advisors serving the independent advice industry. He earned my MBA from the University of Texas at Austin and his undergraduate degree from the University of Southern California. He is also a CFA® Charterholder.

Michael can be found here: Michael Preis, CFA® – TCI Wealth

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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