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Managing Investments Ethically

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While most people these days have a 401k plan, many may not realize that that means they have hired an investment manager.  And our next guest says that when you hire an investment manager, you should know that you are receiving ethical representation and full disclosure.

Mike Switzer interviews Leisa Sánchez Western, with Absolute Performance Verification in Charleston, SC.  Leisa is certified in investment performance measurement.

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.