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…
Accredited Investors: Know Your Online Securities Intermediary
Private Investment Fund Terms and Conditions: The Relationship Between GPs and LPs
Critical Considerations When Selecting a Private Equity Manager
Your Wealth Is Entropic: Use It (Or Not), You Will Lose It
How Blockchain Technology Will Change Finance Forever
Addressing the Various Needs of Special Needs Parents
Please log in again. The login page will open in a new window. After logging in you can close it and return to this page.