Whenever there’s a discussion about active or passive investing, it can pretty quickly turn into a debate because investors and wealth managers tend to strongly favor one strategy over the other.
Jeff Powell, CIO, Managing Partner & Founder of Polaris Wealth & Jeremy Witbeck, Partner at Polaris Wealth, & Matthew Erickson, Senior Portfolio Manager, provide their thoughts on their roles and responsibilities as investment managers and their approach of portfolio management for Polaris Wealth Clients.
