How An $8 Billion Lake Tahoe-Based Advisor Uses Dividends To Beat Inflation - Forbes

Retrieved on: 2024-02-08 14:49:41

Tags for this article:

Financial District, San Francisco

Andrew Petrie

Click the tags to see associated articles and topics

How An $8 Billion Lake Tahoe-Based Advisor Uses Dividends To Beat Inflation - Forbes. View article details on hiswai:

Excerpt

We don't do any cookie cutter kind of investing.” Investment Strategy: Petrie primarily allocates clients' assets to liquid investments in stocks and ...

Article found on: www.forbes.com

View Original Article