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South Carolina Business Review

Asset allocation vs asset location

By Mike Switzer
Published October 21, 2025 at 6:30 AM EDT
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Chris Cabri, certified financial planner with Wells Fargo Advisors in Greenwood, S.C.
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Chris Cabri
Chris Cabri, certified financial planner with Wells Fargo Advisors in Greenwood, S.C.

Most everyone these days is familiar with the term “asset allocation”, that is, finding the right mix of investments for your portfolio, spread across various asset classes.  Our next guest, however, says asset location is something an investor should also be aware of.  Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.

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South Carolina Business Review SC Business Reviewbusiness newsbusinessinvestment
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Mike Switzer
After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.
See stories by Mike Switzer