Cale Smith, MBA, is the CIO of Bastion Fiduciary, an SEC-registered fee-only RIA founded by military veterans providing value investment strategies and financial planning services. Cale graduated with honors from the U.S. Coast Guard Academy and served for five years as an operations officer prior to becoming a hedge fund analyst – and later founding an RIA based in the Florida Keys.
Cale Smith, CIO of Bastion Fiduciary, will outline the major steps, key decisions and lessons learned when this fee-only RIA decided to convert an in-house model portfolio into an activ...