The start of the year is always interesting for investors and advisors. In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of Main Management, LLC.

Kim has been in the finance sector for 35 years. At Main Management, he’s laser-focused on delivering beta plus strategies to clients. According to Kim, investors should keep more of their returns by having control over costs and taxes.

Kim talks with Rusty and Robyn about thematic investing, active strategies, and insightful investment predictions for 2022.

Key Takeaways

Quotes

[03:54] - “If you constantly put the client first and you deliver exceptional service, I think you can win in this game. If you lose sight of that, then some bad things happen. And I think the other piece too, that is very important, that hasn't changed is trust. You have to earn the client's trust.” - Kim Arthur

[10:37] - “We define thematic as investing in the future. And typically what happens with that is the total addressable market is the portion that the market usually does not get dead right. It typically ends up being much larger than they expect. So what ends up happening is the return stream is not a straight or it's not a 45 degree line up into the right. It tends to be very stairstep-ish.” - Kim Arthur

[18:16] - “I've got four things that I focused on on a daily basis. The first is making sure that I've got that balance with family and work. I think that's very important because that can obviously lower the stress levels. The other three pieces are sleep, nutrition, and exercise.” - Kim Arthur

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0070-OPS-1/12/2022