This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison.

This is a discussion of two related topics:

 

1- Discussion of our new 'preferred client' portfolio management program

2- Overview of a new alternative private investment: Mosaic Real Estate Credit Fund

- Description of the Mosaic fund and their investment strategy

- Reasons why we like the fund

- Risks/drawbacks of the fund

- Management overview and impact on portfolio