Jake Gilliam of Charles Schwab & Co. - Reimagining Asset Allocation and Building Investment Portfolios
· Orion's The Weighing Machine
Guest:Jake Gilliam
In today’s episode, Rusty and Robyn talk with Jake Gilliam, Head of Multi Asset Solutions at Charles Schwab & Co. Inc.
Jake is a 20-year veteran at Charles Schwab, who has taken on a lot of different positions in his tenure, eventually landing in the multi-asset solutions group. The investment bug bit him early on as an intern with Schwab, and he never looked back.
Jake talks with Rusty and Robyn about fundamental weighting, what it means to be strategic and tactical, and how human-to-financial capital shifts over time and what that means for risk tolerance.
“If you do the right thing for clients with a multi-asset class portfolio or any other service that truly helps them, you can help a lot of people that you’ll never meet eye-to-eye, and that’s something really powerful about our industry.” ~ Jake Gilliam
Main takeaways