Barron’s Advisor Q&A Interview
Del Mar, CA - March, 2023
Carolyn Taylor represented Weatherly in a Barron’s Advisor interview focused on how advisors have changed their approach to portfolio management since 2022. The interview occurred over the phone on February 27th, 2023 and appeared in their 2023 Top 1,200 Barron’s Advisor ranking in the print editions of Barron’s (March 13) and The Wall Street Journal (March 21); the interview was also published online (March 10). Please click here to read the full online article.
Carolyn received an email invitation from Barron’s Advisor to be a part of the interview. The interview process was Q&A style and was conducted over the phone. Questions were sent to Carolyn in advance via email and covered how Weatherly’s investment approach has changed, if at all, in the past couple of years, including Weatherly’s ideas about active vs. passive investing, and how much Weatherly relies on individual securities vs. funds. The interview also covered Weatherly’s thematic approach to investing.
There was no fee to be interviewed, and Weatherly was not required to advertise in (or subscribe to) Barron’s Advisor. Barron’s Advisor authorizes the use of the public URL for sharing purposes at no cost to Weatherly and licensing is not required. No organizational memberships were required of the Firm or individuals. Inclusion in this interview is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of inclusion in this interview.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
If you would like to learn more, please contact:
Carolyn P. Taylor