Isaac Presley, CFA, is Director of Investments for Cordant Wealth Partners, a wealth management firm focused on serving current and former Intel employees. He leads the firm’s investment committee and directs the company’s investment strategy and research. In addition, he heads the firm’s blogging efforts on the Cordant Blog.
Overcoming the concerns about occupying a niche leads to several benefits for both an advisory firm and its clients. First and foremost, a specialized focus will make you, as an analyst, more knowledgeable about your clientele. Another major benefit is that you are a category unto yourself in the minds of your potential clients, writes Isaac Presley, CFA.
Former Intel CEO Andy Grove wasn't just a great businessman and leader. It turns out he was also a pretty smart investor. Isaac Presley, CFA, highlights several investing lessons from Grove's life and work.
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Premier Li Keqiang says China will cut nontariff barriers to trade faced by foreign firms in response to US tariffs on an additional $200 billion in Chinese goods. His comments come as Asian manufacturers shift production from China amid fears US President Donald Trump will levy duties on a further $267 billion in Chinese imports. City A.M. (London) (23 Sep.)
There's no deadline for completion of the Securities and Exchange Commission's proposed rule governing investment advice, Chairman Jay Clayton says. "It's not this month, probably not next month," he says. InvestmentNews (tiered subscription model) (21 Sep.)
Dell Technologies is again considering an initial public offering, according to people with knowledge of the matter. The company, which decided to forgo an IPO earlier this year, is changing its approach after its $21.7 billion offer to buy back tracking stock ran into opposition from activist investor Carl Icahn, Canyon Capital Advisors and Elliott Management. Reuters (23 Sep.)
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