Business
This podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, our client liaison. This is a discussion of two related topics: 1- Discussion of our new 'preferred client' portfolio management program 2- Overview of a new alternative private investment: Mosaic Real Estate Credit Fund - Description of the Mosaic fund and their investment strategy - Reasons why we like the fund - Risks/drawbacks of the fund - Management overview and impact on portfolio