The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
All content for Registered Investment Advisor Podcast is the property of Seth Greene and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
Episode 226: How Small Cap Strategy Can Complement Your Portfolio
Registered Investment Advisor Podcast
14 minutes
3 weeks ago
Episode 226: How Small Cap Strategy Can Complement Your Portfolio
– The RIA Podcast with Seth Greene Episode 226 Brett Meyer
The future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.Here is what to expect on this week’s show:
The unique small cap value strategy that Toll & Co. has run for over 43 years
The growing role of active ETFs in investment strategies
Why small cap and value strategies may be set to make a comeback
The differences between ETFs, model delivery programs, and separately managed accounts
The importance of understanding investor preferences and evolving trends like ESG
Connect with Brett:Links Mentioned:Website: https://www.towleco.com/
Towle ETFs: https://www.towleetfs.com/
Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Registered Investment Advisor Podcast
The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
