Trent Porter

Wealth Manager & Advisor at Priority Financial Partners
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  • Doctors are notoriously bad investors because of their egos, and I'm starting to see the same thing with tech entrepreneurs.

  • Having a third-party custodian directly holding and reporting on your assets helps to guard against fraud. Also, be aware of whether or not they are a fiduciary, which legally requires them to put your interest in front of their own.

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