Discover the critical differences between fiduciary advisors and asset gatherers and how these roles impact investment management. Join us for an insightful conversation with Seth Cogswell, founder of Running Oak, who shares his unique perspective on financial stewardship, inspired by his father's groundbreaking work in the 1970s. Seth unveils the firm’s rules-based strategy and how it transforms his role from a mere portfolio manager to a dedicated steward of wealth. We'll explore how SMAs demand all-in commitment, the potential pitfalls of aligning with market performance, and the pivotal role relationships play in maintaining a disciplined investment strategy.

As we navigate the complexities of investment strategies and market conditions, we highlight the often-overlooked mid-large cap stocks and their promising opportunities. This episode sheds light on the limitations of traditional asset allocation and the importance of maintaining a disciplined sell strategy within a single, effective investment approach. Seth offers valuable insights into achieving sustainable growth, even amidst market pressure and economic fluctuations. Whether you're an advisor seeking sustainable portfolio management techniques or an investor looking to optimize your financial strategies, this episode equips you with the tools needed for long-term success.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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