Steve Hartel joins Smart Money Circle Host Adam Sarhan in this part 1 of 2 to discuss his investment strategy approach for clients. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now.
The Host:
Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers.
Disclaimer:
All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given.
