Perspective

Capital Insights

portfolio strategy, risk, bonds, private investments

Capital Insights

This podcast touches on many of Montcalm’s basic portfolio approaches – the barbell of bonds and private investments, our risk philosophy, our impact offerings, and the power of our Donor Advised Fund. Thank you, Jenny Kassan and Michelle Thimesch for the conversation! 

We invite you to listen and contact us if you have any questions.

Listen here.

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