In this episode host Belle Osvath, CFP® talks to David Marra, the co-founder of Markin Asset management, about the process of picking a portfolio manager. David provides some interesting insight on what to look for when evaluating mutual funds and details the three-step process he uses to identify skilled portfolio managers. They also discuss his belief that high-quality managers can be recognized by their transparency and willingness to disclose certain aspects of their operation.

If your firm uses mutual funds or if you are curious about the value-add a portfolio manager provides, this is the show for you.

LinkedIn linkedin.com/in/david-marra-8693b44/

Website: markinfunds.com

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research]

Smarter Planner Podcast