Скачать или смотреть The Prudent Investor Rule and Trusted Advisors | Philip Chao & Matthew Mintzer

The prudent investment rule, or Prudent Man Rule, requires a fiduciary to invest trust assets as if they were her or his own. The fiduciary should consider the needs of the trust's beneficiaries and avoid investments that are excessively risky. Watch now to hear more from Philip Chao and his guest, Matthew Mintzer.

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📺 WATCH MORE

Watch the Full Episode:    • Unpacking the Fiduciary Standard w/ Matthe...  

Global alternative asset management w/ Jason Singer of Apollo Global Management:    • Global Alternative Asset Management w/ Jas...  

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👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn:   / philipchao1  

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👓 Learn more about our GUEST

Matthew P. Mintzer
Website: https://www.pentegra.com
Follow Matthew on LinkedIn:   / matthew-p-mintzer-253a1677  

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#TAOOFCHAO #PHILIPCHAO #PODCAST #finance #retirementplanning #prudentinvestmentrule #investing #financialservices #fiduciary #fiduciarystandard

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👨🏻‍⚖️ DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.