How to Hire a Wealth Manager
You will probably only make this decision once. Here is how to make it well.
Building Santa Barbara Management
Building Santa Barbara Management
Live Last read · last published · next check
Latest posts
Mega IPOs and Mega Concentration
The Art & Science to Managing Concentrated Positions
The SBM Investment Philosophy
This email is part of a series sharing my “founder’s view” of building Santa Barbara Management.
Breaking Down the Hottest Strategy in Taxable Investing
Our Take on Long/Short Direct Indexing
Building a Purple Cow in Wealth Management
My retrospective on year one of building Santa Barbara Management
A Hot Knife Through Butter
Lessons learned building Tegus
Margin, Business Models, and What We’re Choosing to Build
The Economics of Wealth Management and Why We're Building Differently
The Buffett Paradox
Lessons for Builders from Warren Buffett
Pricing Power and Pricing Opacity
Our observations on pricing in financial services -- and our different approach.
Builders Serving Builders: How We Hire at Santa Barbara Management
How we hire at Santa Barbara Management