Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”

In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.

Roby and Chris discuss:

• A brief overview of the Fed’s recent actions — and their market implications
  
• Why cash flow is more important than the rate of return
  
• How private real estate, private equity, and private credit can be a useful addition to your portfolio
  
• The benefits of structured notes in risk management
  
• And more
  

Resources:

• Centura Wealth Advisory’s Liberated Wealth® Process
  
• How Life Insurance Solutions Can be Used as an Alternative to Fixed Income Investments With Christopher Hyman (Ep. 31)
  
• Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)
  
• Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)
  
• Applications of Structured Notes in the Current Market Environment (Ep. 58)
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Chris Osmond
  
• LinkedIn: Roby Kotcamp
  
• LinkedIn: Centura Wealth Advisory