Mastering Investment Portfolio Construction with Brian Regan

Brian Regan, the Chief Investment Officer of Asset Management Resources joins
Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio
construction. Chris starts out by asking Brian for his comments on how an individual’s
risk tolerance impacts investment portfolio decisions. The conversation moves along to a
detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian
how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts
of how he uses core and satellite positions while also making periodic adjustments to a
portfolio depending upon changes in valuations. The group ends the segment with some
thoughts of how this all fits together at finding the right balance for each client.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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