Ep.22- Managing Investment Portfolios with Nate Baumann from LVZ, Inc.

Join me for a captivating interview with Nate Baumann, from LVZ Investment Management. We delve into LVZ's impressive growth journey, shedding light on their remarkable journey to the top 10% of all RIA’s. 📈

 

Learn firsthand the collaborative synergy between an advisor and portfolio manager, as we uncover how Nate and I work together to give top-notch expertise and tailored investment strategies. 🤝

 

Curious about LVZ's portfolio offerings? LVZ's diverse portfolio offerings are designed to meet the unique goals and needs of investors. From conservative to aggressive, they've got you covered. 💼

 

And don't miss our discussion on the headwinds and tailwinds currently shaping the stock market. Gain valuable insights into the opportunities and challenges that LVZ Investment Management anticipates. 💨☀️

 

Tune in to hear about how we teamed up to give the client the ultimate experience. 🎧✨

 

LVZ Website: https://www.lvzadvisors.com/benefits/

Nate Baumann's LinkedIn: https://www.linkedin.com/in/natebaumann/

 

#PodcastInterview #InvestmentManagement #LVZGrowth #TailwindsAndHeadwinds #FinancialInsights

 

Disclaimer: Nate Bauman has securities offered through Harbour Investments, Inc. Advisory Services offered through LVZ, Inc. (https://lvzfinancialplanning.com/disclosures/)