How Do You Build a Portfolio?

The average client with us usually invests about three to five million of personal capital. That doesn't include their real estate and other assets they hold outside. Sole: Is there any geographic dominant sory? Is it a lot of west coast, cause youare here in california, or is it really a international enterprise?

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app