Wescott Financial Brings Active & Passive Strategies to Global Investing
Julie Cooling from RIA Channel interviews Lydia Sheckels, Chief Investment Officer, and Matt Regan, Chief Operating Officer of Wescott Financial Advisory Group. Wescott Financial is ranked 94th on the 2015 Forbes Top 100 Wealth Manager list with more than $2 billion in assets under management. Sheckels explains that their company is a fee-only financial planning firm with a focus on serving high net worth families and related entities. Three investment themes they are closely following include energy, global natural resources and global real estate.
