Episode 9 – One Advisor’s Approach to Asset Management



While client asset management is a big part of being a financial advisor, every professional has a different way of handling them. 

In this episode, Rick Dwyer discusses how Argallus Financial Group manages their clients’ asset management and what approach the firm takes to the managed money process. 

In this episode, you will learn:

  • What assets under management (AUM) are, and how the Argallus Financial Group team can help you manage them 
  • Strategies the firm uses to help clients decide how much risk they can tolerate
  • The benefits of buying individual stocks instead of mutual funds or ETFs
  • How to manage client’s expectations in a “fantastic gain” scenario 
  • And more!

Tune in and learn how this team can get your asset management process started! 

Resources: Argallus Financial Group | (904) 800-7299


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