ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Ep.22- Managing Investment Portfolios with Nate Baumann from LVZ, Inc."
Episode Synopsis
Join me for a captivating interview with Nate Baumann, from LVZ Investment Management. We delve into LVZ's impressive growth journey, shedding light on their remarkable journey to the top 10% of all RIA’s. 📈
Learn firsthand the collaborative synergy between an advisor and portfolio manager, as we uncover how Nate and I work together to give top-notch expertise and tailored investment strategies. 🤝
Curious about LVZ's portfolio offerings? LVZ's diverse portfolio offerings are designed to meet the unique goals and needs of investors. From conservative to aggressive, they've got you covered. 💼
And don't miss our discussion on the headwinds and tailwinds currently shaping the stock market. Gain valuable insights into the opportunities and challenges that LVZ Investment Management anticipates. 💨☀️
Tune in to hear about how we teamed up to give the client the ultimate experience. 🎧✨
LVZ Website: https://www.lvzadvisors.com/benefits/
Nate Baumann's LinkedIn: https://www.linkedin.com/in/natebaumann/
#PodcastInterview #InvestmentManagement #LVZGrowth #TailwindsAndHeadwinds #FinancialInsights
Disclaimer: Nate Bauman has securities offered through Harbour Investments, Inc. Advisory Services offered through LVZ, Inc. (https://lvzfinancialplanning.com/disclosures/)
Learn firsthand the collaborative synergy between an advisor and portfolio manager, as we uncover how Nate and I work together to give top-notch expertise and tailored investment strategies. 🤝
Curious about LVZ's portfolio offerings? LVZ's diverse portfolio offerings are designed to meet the unique goals and needs of investors. From conservative to aggressive, they've got you covered. 💼
And don't miss our discussion on the headwinds and tailwinds currently shaping the stock market. Gain valuable insights into the opportunities and challenges that LVZ Investment Management anticipates. 💨☀️
Tune in to hear about how we teamed up to give the client the ultimate experience. 🎧✨
LVZ Website: https://www.lvzadvisors.com/benefits/
Nate Baumann's LinkedIn: https://www.linkedin.com/in/natebaumann/
#PodcastInterview #InvestmentManagement #LVZGrowth #TailwindsAndHeadwinds #FinancialInsights
Disclaimer: Nate Bauman has securities offered through Harbour Investments, Inc. Advisory Services offered through LVZ, Inc. (https://lvzfinancialplanning.com/disclosures/)
More episodes of the podcast Wealthy HOMES
Ep.51- Q&A with James Gilbert
08/04/2024
Ep.50- What It Means To Be Wealthy
18/03/2024
Ep.49- Circle Talk 2.0
27/02/2024
Ep.48- Money Myths
05/02/2024
Ep.47- Should You Stay,Or Should You Go?
15/01/2024
Ep.45- Home Sweet Loan with Kyle McGann
26/12/2023
In God we trust