Smart Money Circle

My guest today is Dale Brown, Chairman of the Board, at Salem Investment Counselors with $1.7B AUM. Dale shares a lot of fantastic wisdom in this episode and speaks to the importance of investing for the right reasons.  Salem was just ranked the #1 FA in the country by CNBC. 

Dale is a graduate of the University of North Carolina School of Business and School of Law where he was a member of Phi Beta Kappa and the Order of the Coif. He became a Certified Public Accountant in 1981 and a member of the North Carolina State Bar in 1979. He worked for Deloitte, Haskins and Sells from September 1979 to December 1987 where he was a designated specialist in qualified retirement plans and estate planning. In January, 1988, Dale joined Salem where he specializes in fixed income securities and portfolio management. He earned the Chartered Financial Analyst designation in 1990 and served as President of Salem for 16 years until 2017.  He has also served on the Board of Trustees of Wake Forest University Baptist Hospital in Winston-Salem.

Website: https://saleminvestment.com/

My guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM).

Colin Carter, Managing Director, Tiedemann Advisors

Colin has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He also oversees business operations for the Dallas office.

Colin earned a Master of Business Administration from the University of Texas at Austin and a bachelor’s degree in economics from Duke University. He resides in Dallas with his wife and four children.

Tiedemann Advisors Investment Overview

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. Tiedemann Advisors are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact and responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Advisors is headquartered in New York, with nine offices nation-wide. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees $20 billion in assets, including $3.2 billion in impact investments.

Holistically, Tiedemann prioritizes long-term, quality investments that align with client needs, desires and personal passions.

Jeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management. 

3 Ways To Think About Your Money

David Blatt is the CEO of CapStack Partners, an advisor focused on helping real estate clients find debt solutions, including project financing, loan sales & syndications, and loan workouts and restructuring with approximately $100 million under management. Blatt earned a Bachelor’s of Science in Business Management from Yeshiva University, JD from Cardozo School of Law, Executive MBA from Baruch College, and Master's in Negotiation & Dispute Resolution from Pepperdine University School of Law. He is a Registered Investment Advisor and holds Series 24, Series 79, Series 82, Series 7 and Series 63 securities licenses. He is admitted to practice law in New York, New Jersey and California., and is a real estate broker in New York and Florida.

Chuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified portfolio and use risk to stay invested and protect your downside. Chuck shares what he learned from Harry Markowitz and some of the pitfalls to avoid when building a diversified portfolio. 

Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan. 

My guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management. 

Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the way. 

Matt manages five ETFs:

Trend Aggregation: $TAEQ

Trend Aggregation Aggressive Growth: $TAAG

Trend Aggregation Dividend: $TADS

Trend Aggregation ESG: $TEGS

Tactical Income: $TBND

Learn more at: http://tuttletactical.com/

My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification. 

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. 

My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor.