General Investing >> Money Manager Interviews >> April 15, 2015
Being Nimble While Also Focusing on Long-Term Objectives
Michael Yoshikami, Ph.D., CFP, is CEO and Founder of Destination Wealth Management and Chairman of DWM’s Portfolio Strategy Committee. Founded in 1986, DWM is a San Francisco Bay Area-based independent money management firm that provides fee-based wealth management services to institutional and individual investors. Dr. Yoshikami was named by Barron’s as one of the Top 100 Independent Financial Advisers for eight years in a row from 2009 to 2016. Dr. Yoshikami has over 30 years' experience in the investment management and financial planning field. As Chairman of the Portfolio Strategy Committee, he oversees the macro tactical asset allocation weightings for client portfolios and develops the economic viewpoints that guide portfolio strategy. Dr. Yoshikami has written for CNBC.com, publishes a weekly investment focused newsletter and is author of Your Money, Your Future. He holds a Ph.D. in education, and has earned the Certified Financial Planner designation. Profile
TWST: Could you describe Destination Wealth Management and your role at the firm?
Dr. Yoshikami: Destination Wealth Management is a registered investment adviser. We manage portfolios