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A Look Behind the Curtain at an Independent Wealth Management Company with Patrick Huang, CAIA, Director of Investments at Source Financial Advisors

The Active Advisor podcast (Episode 4)

In this episode of The Active Advisor podcast, host Bryan Moore, CETF and capital markets expert at Harbor Capital, is joined by Patrick Huang, CAIA, Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including:

  • The primary value offering at Source Financial Advisors
  • Patrick’s investment philosophy
  • How investment strategies evolve in a dynamic economic environment
  • The advantages offered by going independent
  • Advice for consultants pivoting from a wirehouse to an independent advisor

Patrick Huang, CAIA, is the Director of Investments at Source Financial Advisors who has 10+ years of experience in managing portfolios for both private clients and institutions.

Patrick is a leader on the investment team and is responsible for setting investment philosophy and directing the investment process. His expertise lies in overseeing the strategic and tactical asset allocation decisions across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds.

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