Ivana Delevska, Founder & CIO of Spear Invest, walks us through why she wanted to create her own investment firm and how she got there. After working in a male-dominated industry for several firms in the financial services industry, she went off on her own and conceived SPEAR Alpha ETF listed on the NASDAQ exchange. Ivana compares the differences between popular investment strategies such as mutual funds, ETFs (exchange-traded funds), and active ETFs. She concludes with her investment strategy and reasons for optimism in today's market.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
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LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
