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.
DISCLAIMER
This report does not constitute a recommendation of, and offer to sell, or the solicitation of an offer to buy any particular security, strategy or investment product. Any information here is obtained from what are considered reliable sources; however, its delivery does not warrant that the information contained is correct. This report is for informational purposes only and should not be construed as investment advice. Our views and opinions expressed in this report are current as of the date of this report and are subject to change. Past performance is not indicative of future results. Any reproduction or other distribution of this material in whole or in part without the prior written consent of Montcalm TCR LLC is prohibited.
