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Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation

The Active Advisor podcast (Episode 1)

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting the financial and emotional needs of clients. Frank also has real world tips for up-and-coming investment professionals.

Join them as they:

  • Discuss ways to stay on top of the financial markets
  • Share ideas on using social media to build your brand and scale an investment
  • Look at the rising popularity of Exchange Traded Funds (ETFs)
  • Discuss the relevance of active management in the current environment
  • Share real world tips for up-and-coming investment professionals

Frank Toth is the Principal and COO at Capital Conclusions Corporation, with over 20 years of experience in financial markets. He strives to keep the firm's clients at the forefront of this dynamically changing global financial marketplace. Frank’s macro attention to consumer behavior, economic trends, investor emotions, and technical analysis are critical drivers to the firm's success.

If you enjoyed this episode, make sure to subscribe, rate, and review us on Apple Podcasts, Spotify, and Google Podcasts. Instructions on how to do this are here.

Music provided by Tom Hunt / Music&SFX Pro, Artlist License



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