Strategic Growth Amid Market Volatility with Tom Rozman (Ep. 82)
Volatile markets demand innovative strategies, and 2025 presents both challenges and opportunities.
This week, host Jeremy Houser speaks with Tom Rozman, Chief Investment Officer of Simplicity Wealth, about strategies to thrive during market uncertainty. They explore leveraging tax-efficient tools, understanding market trends, and enhancing client relationships through innovation and teamwork.
Tom discusses:
- Strategies to enhance portfolio performance, including tax-loss harvesting and direct indexing
- The importance of addressing market concentration risks and diversifying portfolios effectively
- Utilizing municipal bonds and fixed-index annuities as tools for steady returns and risk mitigation
- The value of innovative tools like risk scoring methodologies and systematic communication platforms
- The role of a strong team and tailored marketing support in helping advisors scale their practices
- And more!
Connect With Thomas Rozman:
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
About Our Guest:
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
Disclosure:
The information presented does not constitute investment recommendations tailored to any individual’s circumstances. Past performance is not indicative of future results, and all investment strategies carry risk, including loss of principal. Listeners are encouraged to do their own research and due diligence before investing.
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