General Investing >> Money Manager Interviews >> March 19, 2012
Tactical Allocation Critical During Slow U.S. Economic Recovery – Michael Yoshikami – Destination Wealth Management
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: Please tell us about Destination Wealth Management. Why did you choose the name?
Dr. Yoshikami: Destination Wealth Management is an advisory firm that provides financial advice combined with