In this special episode, David Vallieres is joined again by Mark Burns, CEO of Synergy Capital Solutions and Director of the Synergy Investment Committee. Today, Mark takes a deep dive into what goes into the portfolio construction of a well-versed financial plan.
Tune in now to learn how Synergy Capital Solutions takes the time to do the research to find the best possible solutions for their clients.
Resources:
Synergy Capital Solutions| David Vallieres on LinkedIn | Mark Burns on LinkedIn
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