Positioning, not Predictions

In this episode of the Polestar Podcast, you can expect to hear about:

• What themes are influencing current asset allocation?
• How interest rates are affecting growth and returns right now?
• What value and role fixed income assets are playing in portfolios?
• While interest rates decrease, how does this affect growth prospects?
• What are the portfolio alternatives right now?
• Is crypto dead as an asset class?
• And much more!

About the Guest – Keith Allan

Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page.

About the Host – Rob Wallis

Rob has been providing expert planning and strategic advice for nearly 20 years, and has been with VELA Wealth since 2016. Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. A methodical and analytical thinker, Rob compassionately navigates clients through the complexities of a thorough financial planning process ensuring that they feel understood and supported throughout. To read more, please visit the VELA team page.

Disclaimer

The information provided in the podcast is designed for general informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.