Feeding a Need to Help
Boutique buys businesses run by managers who have skin in the game.
Advisor Insights
Mentioned: iShares 20+ Year Treasury Bond ETF (TLT)
, Segall Bryant & Hamill Plus Bond Instl (WIIBX)
By Charles Keenan
“I enjoyed helping those kids and their parents right the wrongs they had,” he says. “I was getting something out of it emotionally; it was feeding the need of helping.”
Morningstar does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.