Ranked #38 on RIA Channel’s Top 100 ETF Power Users List, SEIA works primarily with private clients to deliver comprehensive financial planning services.
To learn more, head here.
SEIA’s McCoy On Navigating The Current Investment Landscape
Deron McCoy, Chief Investment Officer, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s approach to meeting clients needs and overcoming late market cycle challenges. McCoy explains the long running bull market’s impact on client portfolios and the firm’s emphasis on tax efficient strategies, diversification and reduction of concentrated stock risk.