Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)
What makes some financial advisors stand out from the pack? It’s time to discover a unique approach to investment management and portfolio construction.
Join Brent Mekosh as he teams up with Joe Cortese from Fiducient Advisors to discuss mastering risk management and improving investment strategies. They share lessons learned, how to incorporate AI in financial advising, forward-thinking insights, and actionable advice.
Key discussion points include:
- Risk management strategies and unexpected market downturns [00:01:01]
- Fiducient’s unique approach to portfolio construction and diversification [00:06:10]
- The role of active and passive management in today’s financial markets [00:22:16]
- The rising importance of alternative investments and AI integration [00:28:41]
- Key differences that separate top financial teams from the rest [00:36:42]
- And so much more!
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
Connect with Joe Cortese:
About Our Guest:
Joe Cortese joined Fiducient Advisors in 2008. He provides investment consulting services to other financial advisory firms as one of the leaders of Fiducient Advisors’ Financial Institutions practice. Joe also provides consulting services to family offices, high net worth individuals and nonprofit organizations. He gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.
Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a former member of UNICEF’s NextGen Junior Board and the University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as President of the University of Chicago Booth School of Business Alumni Club of Chicago and as an elected member of River Forest School District 90 Board of Education.
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