The EFT Experience

Single Factors: Diversification with Differentiation

Sam G. Huszczo, CFP, CFA from SGH Wealth Management joins the EFT Experience to talk about:

  • Modernizing SGH Wealth Management
  • How using single factor ETFs help his clients differentiate their performance
  • Why multi-factor ETFs can water down the point of using smart beta funds
  • Whether the factor framework is replacing classic securities valuation models
  • ETF sales models and what adds value to Sam and his practice
  • Sam’s time as head of the CFA Society of Detroit, and what a local CFA chapter head does.
  • Industry regulation
  • The buzz around Detroit

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