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Interview with Kirk Chisholm

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Solutions for Bank C-Suite Officers

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Looking foward to interviewing Kirk Chisholm, a really smart, capable and friendly financial advisor located in the great state of Massachusetts. Kirk is a highly recognized expert in the financial advice business especially in the areas of alternative assets and their use in IRA accounts. I am going to talk to Kirk about two primary areas:

In part one we will talk about the types of custodians and trustees can accommodate alternative assets especially the non-publicly traded securities. What criteria he uses in evaluating a custodian? Do the traditional bank and broker custodians accommodate this type of security willingly or begrudginly? What are the long term trends in the use of alternatives in the IRA world? What are some of Kirk's favorite categories of alternatives...no specific recommendations...general categories.

In part two we will talk about some of the specific asset types within the alt world...how did Kirk clients fare during the 2008-09 meltdown? Did alt generally help or hurt investors in this meltdown? What is the weirdest alt asset he has seen over the years? What is the most interesting or exciting?

 

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