In this episode, we chat with Michelle Gordon CETF®, Founder and CEO of Investably, LLC. Investably, LLC is one of the few minority-women-owned registered investment advisory boutique firms in the country. We discussed:
Why she launched Investably, LLC,
What a fiduciary is,
Her experience as an Afro-Latina in a white-dominated financial services industry,
and more!We’d appreciate you following this podcast and leaving a review.
Connect with Michelle Gordon: www.investably.com
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Book a FREE 15-Minute call for estate planning, probate, or business matters (MD & DC only)Disclaimer: Information in this video/livestream/podcast is for educational purposes only and should not be considered as legal advice nor does it form an attorney-client relationship.
Advisory services are offered through Investably LLC, an independent Registered Investment Advisor in the State of Maryland. Advisory services are offered to clients or prospective clients in Maryland or in any state where exemptions may apply. Retirement lifetime income and life insurance products are offered through a BGA or direct carriers. Investably LLC is part of SEI's Independent Advisor Solutions. Investment management clients can custody their assets with SEI or Altruist.
Investably LLC and SEI are separate entities. SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Sept. 30, 2022, SEI manages, advises, or administers approximately $1.2 trillion in assets. The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Past performance is not indicative of future performance.
SPONSOR: This podcast is sponsored by the Law Offices of Elsa W. Smith, LLC - a wills, estate planning, and probate firm serving Maryland and the District of Columbia. Learn more @ elsawsmithlaw.com.
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