Show Notes
Joining us on today’s episode is Ryan Parson, Chairman and Chief Investment Officer at Heritage Capital USA, Inc. and Mile Marker Club, as well as the Director of Investor Relations at Colonial Capital Management.
With more than 20 years of experience in the financial services, insurance and real estate industries, Ryan works with individual and business clients to provide financing solutions for all types of real estate and alternative investments. His current focus is working with accredited investors seeking exclusive capital placement options that provide diversification, capital preservation, and income. Ryan’s firm consistently creates attractive income sources and long-term capital growth for its investors.
So stay glued to your headphones if you want to learn more about treasury management.
WHAT YOU’LL LEARN FROM THIS EPISODE:
- Ryan shares what treasury management is all about and what it means to high net worth clients
- Is treasury management managing cash or managing investments?
- Ryan breaks down the five core elements of treasury management
- Ryan talks about volatility and turbulence in the market
- Understanding the long term impact of an incoming growth based portfolio
- What to do with fresh investment capital
- Things to think about when talking about taxes
QUOTES
“Do not let the tax tail wag the wealthiest dog” – Ryan Parson
“Predicting the future is hard” – Mike Zlotnik
RESOURCES
Website : Mile Marker Club
Text message: 4802844806
