Rich Morgan from RIA Channel, interviews Omar Aguilar, Senior Vice President and CIO, Equities for Charles Schwab Investment Management.
Morgan and Aguilar discuss Charles Schwab’s holistic approach to equity and asset management risk mainly focusing on key goals within the investment process. Aguilar’s team analyzes cycles and long-term views on technology, consumer cyclical, healthcare and financial sectors. In all for 2016, Aguilar recommends for advisors and clients to not panic during times of volatility, but rather to acknowledge that times of volatility actually create exploitable opportunities and to maintain a consistent investment discipline.
