Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

Feb 4, 2020 · 31m 44s
Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal
Description

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and...

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Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.
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Author OC Talk Radio
Organization OC Talk Radio
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