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The Integrated Financial Advantage with Jason Archambault & Matthew Neyland

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: • Leading with financial planning and goals • Adding value for clients with direct CIO access • Constructing all-weather portfolios using alternatives • Calming client’s nerves by anchoring to the plan • Active management in down markets Jason is the Chief Executive Officer of SKWealth and oversees the day-to-day operations of the firm and all of its employees. He specializes in advising clients in the many venues of wealth management and is a member of the SKWealth Management Investment Committee. Matthew is a member of SKWealth team having joined as Director of Investments in the spring of 2008. He has over thirty years of experience managing clients’ investments. Matthew’s past clients included individuals, pension plans, banks, insurance companies and corporations. He has experience with a wide variety of investment securities types including equities, fixed income, and alternative assets. Matthew chairs the SKWealth Management Investment Committee. Episode Highlights: 00:00 - Intro 04:06 - Jason and Matt’s first memory of money 06:07 - The journey to SKWealth 13:44 - Building client portfolios 23:01 - From short-term trading to long-term institutional investing 28:01 - Client success stories 33:22 - Active management 37:38 - Lightning round Harbor Capital: [email protected] | https://harborcapital.com Bryan Moore:   / bryanmoore71   Jason Archambault:   / jasonarchambaultcfp   Matthew Neyland:   / matt-neyland-cfa-caia-65530117   SKWealth: https://skwealth.com/ Music provided by Tom Hunt / Music&SFX Pro, Artlist License The Active Advisor: • Apple Podcasts: https://apple.co/3G00p06 • Spotify: https://spoti.fi/3lWkDRA • bCast: https://podcasts.bcast.fm/the-active-... • YouTube:    • The Active Advisor   #activeadvisorpodcast #wealthmanagement #financialadvisor #investmentplanning