StrategIQ Perspectives - CIO vs. Professional Trader: PART 1

In part one of this StrategIQ Perspectives Series, Bradley J. Rathe, Chief Investment Officer of StrategIQ Financial Group, LLC, has an engaging conversation with Professional Trader and CEO of The Morning Snapshot, Joel Hawthorne. In this video, Brad and Joel compare and contrast decisions made by a CIO, like Brad, with a firm like StrategIQ Financial Group, LLC, which has thousands of clients with varying risk tolerances and portfolio constructions, vs. Joel, who consults for a few clients and trades with his own capital.
StrategIQ Financial Group, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, and executives. We take a holistic approach to wealth management, dealing with all aspects of a client's wealth, including investments, taxes, estate planning, charitable trust services, and more.


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