April 1, 2024
The Benefits of Building Portfolios of Individual Stocks – Daniel Dusina
In this advisor profile from Advisor Perspectives, Daniel Dusina , Chief Investment Officer CFA®, discusses the firm’s specialization in maintaining individual stock allocations for clients. Daniel believes that the ability to consider client preferences, efficiently diversify, and effectively manage taxes stand as benefits of the investment management style that is utilized at Blue Chip Partners.
