In Episode 47 of Accredited Investor Markets Radio Michael Terrien, founder and Managing Member of West Loop Financial LLC, speaks to host Chris Cahill about investor options for getting financial advice, the significance of a fiduciary orientation on the part of advisors, and what might go into a comprehensive advisory approach that Terrien calls “holistic.”
You can learn more about Michael Terrien and West Loop Financial here.
After a 22 year legal career, Michael founded West Loop Financial with the goal of bringing responsive, transparent, independent, and individually tailored investment advice and financial planning services to successful legal professionals and others seeking guidance to assist them in making financial decisions and achieving their financial objectives through the application of a disciplined, academically validated, and risk-conscious approach to accumulating, preserving, and transferring wealth.
Mr. Cahill is counsel with Lowis & Gellen LLP, in Chicago, Illinois. He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others through bankruptcy cases, out-of-court workouts, assignments for the benefit of creditors, and receiverships. Mr. Cahill has substantial mega-case experience at national law firms representing very large debtors, and has counseled and…
Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Advisor (and 5 Do’s)
Beyond the Fringe: The Evolution of Mainstream Alternative Investments
Timeshare Ownership is the Fabulous Getaway You’ll Never Escape
Swimming in the “Shark Tank”: Is Reality TV Investing the Real Deal?
Evaluating Real Estate Investments by Asset Type
Understanding your Financial Advisor’s Biases