Sponsored By

Brought to you by Informa Connect's Zephyr, from the shores of Lake Tahoe

Adjusted for Risk: Importance of Managing Investment Risk with Shaker InvestmentsAdjusted for Risk: Importance of Managing Investment Risk with Shaker Investments

Shaker Investments’ Brad Wheeler details how financial advisors can manage investment risk more effectively.

Ryan Nauman, Market Strategist

October 15, 2024

Shaker Investments President Brad Wheeler joins Ryan Nauman during this very engaging conversation about how financial advisors can manage investment risk more effectively.

During the conversation, Brad talks about the process of managing risk, from identifying the most important one to the different investment strategies that can mitigate it.

 

Learn more about Zephyr

Learn more about PSN Top Gun award-winning Shaker Investments

About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.