31 min

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

    • Investing

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.

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.

31 min

More by OC Talk Radio

DemandGen Radio
BDO Digital, LLC
Strategic Investor Radio
Charley Wright
Talent Talk
Chris Dyer
Sales Lead Management Radio
SLMA - Susan Finch
Critical Mass Business Talk Show | Orange County‘s Longest-Running Business Talk Show | Hosted by Ric Franzi
Ric Franzi | Critical Mass Business Talk Show