General Investing >> Money Manager Interviews >> April 10, 2014
A Low-Volatility Investment Solution for Portfolio Income
Seth E. Shalov is a member of the portfolio management teams for MAI Wealth Advisors, LLC's Dividend Plus+ and Dividend strategies. Mr. Shalov joined BC Investment Partners in 2006, which acquired MAI in 2007. He has extensive experience in risk management, including options strategies. Mr. Shalov was the Managing Partner and Chief Investment Officer for DaVinci Capital, and Chief Investment Officer for Bank of Tokyo Trust, which managed accounts in excess of $1.5 billion. He received his B.A. in political science from Rutgers University. Profile
TWST: To get started, it would be helpful to have a brief history of MAI Wealth Advisors since this is a new fund that’s being offered.