Strategic Investor Radio

Tactical Investing – Synergy Financial Management – w/ Joseph Maas

October 26, 2018

Episode Info

Joe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their “Sailboat” strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the “E-Myth” principle of working on a business as opposed to working in a business.

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