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Ep.22- Managing Investment Portfolios with Nate Baumann from LVZ, Inc.
Manage episode 367754617 series 3457924
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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/)
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