Shows
The indepthradio's PodcastEpisode 54 - FALLEN ANGELS PRECIOUS METALS DEFENSE SECTOR HOUSING SECTORPaul DeSisto at M&R Capital discusses fallen angels including Salesforce.com Inc., EOG Resources inc. and Splunk Inc.
Chuck Self at iSectors LLC outlines the use of palladium as an investment.
Washington correspondent Wilder Alejandro Sanchez analyzes Raytheon Technologies Corp.
Gavin Graham explains the influence of the pandemic and low interest rates on the housing sector including companies such as PulteGroup Inc. Toll Bros. Inc. and D. R. Horton Inc.
2021-04-113h 39The indepthradio's PodcastEpisode 43 - ARTIFICIAL INTELLIGENCE STOCKS INVESTING IN PLATINUMFrom New York, Dan Ives at Wedbush Securities discusses artificial intelligence stocks.
From Appleton Wisconsin Chuck Self, Chief Investment Officer at iSectors LLC outlines the advantages of investing in platinum.
In his commentary, Gavin Graham analyzes the effect of vaccines and vaccine stocks.
2021-01-3131 minThe indepthradio's PodcastEpisode 39 - LYFT UBER PRECIOUS METALS EMBRAER VALUE INVESTINGFrom New York, Dan Ives, Managing Director of Equity Research at Wedbush Securities discusses Lyft and Uber.
From Appleton Wisconsin Chuck Self, Chief Executive Officer at iSectors LLC. discusses the place of precious metals in a portfolio.
From Washington, D.C., analyst Wilder Alejandro Sanchez explains Embraer.
Gavin Graham takes a detailed look at value investing.
2021-01-1940 min
Living CorporateSee It to Be It : Investment Manager (w/ Chuck Self)Amy chats with Chuck Self, the CIO, COO, and CCO of iSectors, LLC, about his experience being an investment manager and a multi-faceted leader. He shares where he finds community in the space as a Black man and more.Struggling with your Diversity, Equity & Inclusion (DEI) work? Kanarys—a Black-founded company—has your back. Regardless of where you are on your DEI journey, we arm you with the insights you need now to take action now. From audits to assessments to data-informed strategy, we'd love to be the partner you have been looking for. Email stacey@kanarys.com or lea...2020-11-0751 min
Smart Money CircleHow To Use Risk and Diversification To Stay Invested With Chuck Self -iSectors $400M AUMChuck 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. 2020-07-0832 min
iSectors® SelectionsHow to Win in Investing by Running a Strong Offense and DefenseiSectors, CEO/Founder, Vern Sumnicht and iSectors Chief Investment Officer, Chuck Self discuss the in and outs of the new iSectors Enhanced Allocation Series White Paper! This podcast breaks down the Enhanced Models and how to incorporate them into your clients’ portfolios.Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2019-08-1400 miniSectors® SelectionsHow Elite Financial Advisors Manage Client ExpectationsiSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss how Sumnicht & Associates works with their clients to set goals and manage expectations. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2019-03-0400 miniSectors® SelectionsiSectors Selections: Intro to the Enhanced Allocation ModelsiSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self discuss the new iSectors Enhanced Allocation Models. This podcast gives a brief overview of the Enhanced Models and how to incorporate them into your clients’ portfolios. Listen and Learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2019-02-1100 miniSectors® SelectionsBe an Elite Advisor Using Simple, Efficient Investment PortfoliosAnother lively discussion between iSectors, CEO/Founder, Vern Sumnicht and our Chief Investment Officer, Chuck Self about why the difference between advisors with $50 million of assets under management and those with $500+ million is the time spent on investment management compared to client service and acquisition. If an advisor wishes to become elite, (s)he must choose to take one or more of the following actions:Hire an investment professional to manage the portfolio, research and back office operations.Significantly simplify the investment management portion of the firm’s processes.Outsource investment management to a qualified asset allocation specialist....2018-11-0200 miniSectors® SelectionsWhen Should Advisors Focus on Income Funds?As we experience the last act of this equity bull market, advisors are looking for places to protect client funds with potential of earning returns. In this episode, iSectors, Chief Investment Officer, Chuck Self and CEO Vern Sumnicht discuss the importance of investing in income funds and the iSectors' all new Endowment Allocation. Please view the charts discussed during this podcast here. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2018-09-1400 min
iSectors® SelectionsThe Case for iSectors Post-MPT Growth Allocation as a Liquid AlternativeA lively, candid discussion about the iSectors Post-MPT Growth Allocation as a liquid alternative. Chief Investment Officer, Chuck Self and iSectors CEO, Vern Sumnicht provide valuable information that you, as a financial advisor or individual investor, can truly absorb. Until recently, only the very wealthiest individual investors have been able to access the alternative strategies that major institutions rely upon to help them reduce portfolio risks and meet investment targets. But now all that is changing, thanks to liquid alternatives and the Post-MPT Allocation. Also be sure to list to our October 24th...2018-04-0900 min
iSectors® SelectionsEquity Trend Following Strategies are ShamsiSectors Chief Investment Officer, Chuck Self is back to talk about the ever-popular Equity trend following (or momentum strategies) and how it's faring in the current bull market as well as why statistics from these strategies have contributed to the recent concerns about the effectiveness of liquid alternative funds. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2018-03-0600 min
iSectors® SelectionsHow Financial Advisors Can Continue to Have Thriving Clients in the Next Down-Market2017’s fabulous equity market performance has led to increased expectations for future returns by many advisors’ clients. As you know, broad market valuations are historically high and the flattening U.S. Treasury yield curve could be portending a slowdown in future economic growth. In this episode, iSectors’ Chief Investment, Chief Compliance and Chief Operating Officer, Chuck Self, discusses about how financial advisors can continue to have thriving clients in the next down-market. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure.2018-01-1200 min
iSectors® SelectionsiSectors® History: How iSectors Came to BeiSectors' founder Vern Sumnicht and chief investment officer, Chuck Self talk about how Vern developed iSectors and its 15 (and growing number of) ETF allocation models including its flagship Post-MPT Growth allocation. Listen and learn.* iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure 2017-11-1000 min
iSectors® SelectionsiSectors® Post-MPT Allocations: The Improved Application of Modern Portfolio Theory | PART 2Part 2 continues with the discussion on iSectors Post-MPT Allocations and takes a deeper dive into the investment vehicles used by iSectors.* iSectors’ Founder, Vern Sumnicht, CEO and Founder of iSectors, LLC headlines as "the man behind iSectors Post-MPT Allocations." Listen and learn. iSectors® is a registered trademark of Sumnicht Holdings, LLC. *Disclosure 2017-10-3100 miniSectors® SelectionsiSectors® Post-MPT Allocations: The Improved Application of Modern Portfolio Theory | PART 1How Post-MPT Allocations has improved application of Modern Portfolio Theory came to be. iSectors’ Founder, Vern Sumnicht, CEO and Founder of iSectors, LLC headlines as "the man behind iSectors Post-MPT Allocations." Listen and learn.* Disclosure. iSectors® is a registered trademark of Sumnicht Holdings, LLC.2017-10-2400 min
MONEY MATTERS with Christopher HensleyMoney Matters Episode 105- What is a Family Office? W/ Wendy Orth and Prateek Mehrotra
A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.
The office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a...2015-06-2229 min