A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA and Director of Investments at Source Financial Advisors

Episode notes

In this episode of The Active Advisor podcast, host Bryan Moore , CETF and capital Market Expert at Harbor Capital, is joined by Patrick Huang , CAIA and Director of Investments at Source Financial Advisors , an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including: The primary value offering at Source Financial Advisors Patrick’s investment philosophy How investment strategies evolve in a dynamic economic environment The advantages offered by going independent Advice for consultants pivoting from a wirehouse to an independent advisor Patrick Huang, is a CAIA and Director of Investments at Source Financial Advisors. He has 10+ years of experience in managing portfolios for both private clients and institutions. Patrick is a leader on the investment team and is responsible for setting the investment philosophy and investment process.