Investing in a Family Office with Richard Wilson – MTI153
Money Tree Investing
Money Tree Investing Podcast
4.6 • 732 Ratings
🗓️ 25 August 2017
⏱️ 49 minutes
🧾️ Download transcript
Summary
Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:10.5 | Hey, welcome back, everybody. |
| 0:11.7 | Great to have you here. |
| 0:12.9 | And Linda P. Jones from Be Wealthy and Smart is going to be driving this particular show. |
| 0:16.6 | But before I toss it over to Linda, if you ever wonder if there were a way to capitalize on all that online chatter? |
| 0:22.2 | You know, you go on Twitter, you go on Facebook and everybody's talking. |
| 0:25.4 | But all these investors are talking on social media about what they do. |
| 0:28.5 | Well, guess what? |
| 0:29.2 | Your weight is over because the same artificial intelligence techniques used by some of the world's most sophisticated hedge funds are now at your fingertips, and you can make |
| 0:38.3 | their edge, your edge. |
| 0:40.2 | The Buzz Index, licensed to an exchange traded fund that trades under the ticker symbol |
| 0:44.1 | BUZ, provides investors with the portfolio securities that show the highest degree of positive |
| 0:50.1 | investor sentiment online. |
| 0:51.5 | There aren't any surveys, no guessing about who's right, who's wrong. |
| 0:54.7 | Here's how it works. Buzz targets the most mentioned large cap U.S. stocks across the social media |
| 0:59.9 | landscape. The more active the conversation, the greater the reliability of the buzz. |
| 1:04.1 | And each of the most mentioned stocks is then given an insight score based on Buzz's proprietary |
| 1:08.9 | analytics. And the 75 stocks are the most bullish scores every month, those get included in the |
| 1:14.0 | index. |
| 1:15.3 | Invest in the wisdom of the crowd. |
| 1:17.0 | Head to MoneyTreepodcast.com forward slash BUZ for a link to the buzz index and more |
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