40 Years on the Frontlines: A conversation with Marilou Moursund скачать в хорошем качестве

40 Years on the Frontlines: A conversation with Marilou Moursund

In this episode, John Cervantes and Marilu Moursund, CFA, discuss the history of their San Antonio-based firm, the transition from Crossvault to Prime Capital Financial, and why they chose a national partnership to solve modern challenges. 🚀 Key Insights in This Brief: The Transition: Moving from a boutique firm to a national platform to focus on client results over administrative overhead. Investment Philosophy: Why Marilou and John remain committed to active equity selection in an era dominated by passive indexing. Market Resilience: Lessons learned from the 1987 crash, the Tech Bubble, and the 2008 financial crisis. The Future of the Industry: Why the "service component" remains the most rewarding aspect of being a financial advisor. ©2026 Prime Capital Financial. The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or sell any investment, and (3) should not be construed or acted upon as investment or tax advice. The information contained herein was obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Investing involves risk. Investors should be prepared to bear loss, including total loss of principal. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Past performance is no guarantee of comparable future results. No guarantees expressed or implied. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Fixed insurance and annuity product riders, features, and guarantees are subject to the claims paying ability of the issuing company. This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.