Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Advanta IRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advanta IRA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 158: Understanding Endowment Style Portfolio Management with Whitestone Wealth Management

57:19
 
Share
 

Manage episode 477195665 series 3284632
Content provided by Advanta IRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advanta IRA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the AIA podcast, host Alex Perny welcomes Scott Langham and Patrick Lynch, two co-founders of Whitestone Financial Group to discuss the concept of endowment investing.

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠[email protected].⁠⁠⁠⁠⁠⁠⁠⁠

Learn more about our guest Scott Langham:

https://whitestonewm.com/about/scott-j-langham/

Learn more about our guest Patrick Lynch:

https://whitestonewm.com/about/patrick-j-lynch-iii/

Learn more about Advanta IRA: https://www.AdvantaIRA.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.

Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 477195665 series 3284632
Content provided by Advanta IRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advanta IRA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the AIA podcast, host Alex Perny welcomes Scott Langham and Patrick Lynch, two co-founders of Whitestone Financial Group to discuss the concept of endowment investing.

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠[email protected].⁠⁠⁠⁠⁠⁠⁠⁠

Learn more about our guest Scott Langham:

https://whitestonewm.com/about/scott-j-langham/

Learn more about our guest Patrick Lynch:

https://whitestonewm.com/about/patrick-j-lynch-iii/

Learn more about Advanta IRA: https://www.AdvantaIRA.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.

Advanta IRA does not offer investment, tax, or legal advice, nor do we endorse any products, investments, or companies that provide such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

  continue reading

159 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play