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Fixed Income Portfolios — Your Inheritance with Guy Kosov, CFA, CFP®

Bochnewich March 9, 2023

In this episode of Your Inheritance with Peter Bochnewich, we welcome guest Guy Kosov, CFA, CFP®, Portfolio Manager with Private Asset Management, Inc., a fee based wealth and asset management firm.

Tune in as we discuss:
* investing for a trust fund
* the types and benefits of fixed income portfolios
* different fixed income funds for different stages of life & risk tolerance
* how Portfolio Managers help trustees

Guy graduated with a B.A. in finance from Fresno Pacific University. In 2018 he was awarded a Chartered Financial Analyst (CFA) designation. Guy has experience in portfolio management and research. Before joining PAM, Guy was a Portfolio Manager at PIMCO focusing on fixed income portfolios. Guy was raised in Israel and was a competitive swimmer for Israel’s national team.

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About the Your Inheritance with Peter Bochnewich Podcast: Your rights, your obligations, your responsibilities — this podcast presents insights from experts if you’re being sued over an estate or feel you’re not getting your share.

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