Concentrated Investing for the Rest of Us | Brandon Reed

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By Andy Flattery, CFP® and Andy Flattery. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS.
Show notes for this episode-
https://simplewealthkc.com/concentrated

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Music used in the episode-
"Disclosure Song" is borrowing from "Walt Whitman's Niece" by Billy Bragg & Wilco
The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and invest wisely.

19 episodes