Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely qualified to help investors design, implement, and stick with evidence-based portfolios built to hit long-term financial goals.
Listen now and learn:
- How the role of Chief Investment Officer has changed over time
- Insights from Phil's new book, The Allocator's Edge
- How Phil defines "long term" invests his own money
