FLX Casts The Portfolio Playbook

Helping You Help Your Clients: Learn How to Craft Your Investment Portfolio with Dave Gilreath and Ron Brock From Innovative Portfolios LLC

Release Date: 08.24.23

Host: Wendy McConnell

Guest(s): Dave Gilreath, Ron Brock

Innovative Portfolios is a highly experienced institutional money management firm offering actively managed portfolio strategies to intelligent advisors ranging from financial professionals to RIAs, consultants, and institutional investors. In this episode, the firm’s Dave Gilreath and Ron Brock share their inspiring paths to becoming successful in the investment business. Dave and Ron also highlight their transition from working at larger firms to creating their very own registered investment advisory (RIA) business. Additionally, they also emphasize Innovative Portfolios’ distinctive investment strategies while outlining everything you need to know about their industry competitors and ideal clients.