Financial Planning First: Chapter 4


Client story: Managing concentrated risk

Chip chronicles the story of a senior executive at a public company who owns a large portion of company stock and explains why we established a lower-risk portfolio for the client. (1 min.)

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.