Summary

In this episode of the Money Mindset Mastery podcast, host Jim Lao and co-host Ryan Genoe are joined by Jay Bhutani, President and COO of Raintree Wealth Management. They discuss the exciting changes in Raintree's portfolio solutions, the importance of diversification, and how to manage risk in volatile markets. Jay shares insights from his 30-year career in investment management and the unique approach Raintree takes to provide institutional-quality investment management to the masses.

Keywords: Money Mindset, Wealth Management, Investment, Diversification, Risk Management

Takeaways:

Jay Bhutani shares his 30-year experience in investment management. Raintree Wealth Management offers institutional-quality investment management. The importance of diversification in managing investment risk. Raintree's unique approach to portfolio management. How Raintree Wealth Management has evolved since 2017. The role of alternative investments in a diversified portfolio. Insights into managing risk during market volatility. The benefits of working with multiple portfolio managers. How Raintree customizes investment solutions for clients. The impact of market changes on investment strategies.

Sound bites:

"Institutional-quality investment for the masses." "Diversification is key to managing risk." "Raintree's unique portfolio approach." "Insights from 30 years in investment." "Alternative investments for diversification." "Managing risk during market volatility." "Customizing solutions for client success." "The evolution of Raintree Wealth." "Working with top portfolio managers." "Investment strategies for uncertain times."

Chapters:

00:00:00 Introduction and Welcome 00:00:00 Jay Bhutani's Background 00:00:00 Raintree's Portfolio Solutions 00:00:00 Importance of Diversification 00:00:01 Managing Risk in Volatile Markets 00:00:01 Alternative Investments 00:00:01 Customizing Investment Solutions 00:00:02 Conclusion and Contact Information