WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
Christian Magoon is CEO of Magoon Capital, a consulting firm founded to provide strategic counsel and initiate business development in the financial industry. An experienced strategist, Christian has helped raise more than $40 billion for asset managers since the mid-1990s in various product structures including ETFs, separately managed accounts, closed end funds (CEFs) and unit investment trusts (UITs). A widely recognized thought leader on finance and market issues, Christians two fold mission is to support industry growth by making new investment opportunities accessible for investors and to provide insight into todays changing investment landscape.
Prior to forming Magoon Capital in 2010, Christian was President of Claymore Securities, where he built one of the fastest growing and most innovative ETF businesses in the country. He launched more than 40 ETFs and 100 UITs, introducing many firsts to the U.S. market, including the first Sector Rotation, Timber, BRIC and suite of China focused ETFs. At the time of Christians departure from Claymore in late 2009, the firms ETF, CEF and UIT product lines contained more than $15 billion of investor assets.
Christian consistently provides his industry insights and knowledge as a commentator in the U.S. media speaking publicly on macro investment issues and ETF related topics. In 2008, he was named by Institutional Investor News as one of the five people to watch in the U.S. ETF marketplace. Christian has had the honor of ringing the opening bell to begin the trading day at the NYSE Euronext multiple times. He obtained his Bachelor of Arts and Masters degree from Wheaton College in Illinois and has held the Series 7, 24, 63 and 65 securities license.