Quint Tatro
speaker
244 appearances
1 recordings
1 series
first heard Dec 2024
last heard Dec 2024
Quint Tatro’s voice in public audio — every appearance, attributed to the second.
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Appearances
Like we just did some due diligence there.
So, Matt, you're a client of ours.
So that's appreciated.
And maybe we'll just like have this candid conversation for the thousands of people who listen to this.
But so peeling back the onion layers.
Our firm, which is a fiduciary registered investment advising firm, we manage close to $450 or so million.
We have a big slice of our firm that has what we call private client money.
It's a strategy that utilizes individual equities in addition to index and sector funds.
Okay.
Why?
Well, we have a lot of clients who want individual equity exposure, and it's a significant dollar amount level for those clients, and there's a sophistication level.
We have them kind of sign off on a sophistication level that they are aware that they're getting individual equities and so forth.
So it's a big part of our business.
That's number one.
So yes, for DIY money, which again stands for do-it-yourself investing, and a majority of what we do, we are very, very big fans and proponents of index investing.
No question about it.
And I'll get to that why in just a second.
The other element is we also have a dividend portfolio that is almost quant-based, but nonetheless, all individual stocks.
Some ETFs, like the Schwab ETF dividend, but that's kind of a placeholder.
All dividend, all individual stocks.
Showing 101–120 of 244 · page 6 of 13
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