Patrick Waters

A Denver native, Patrick's passion for investing started in 6th grade when he was assigned a project to pick a stock and follow it for several weeks. After graduating from the University of Kansas, he attended the University of Colorado to earn his master’s degree in Finance. Patrick has worked on the institutional equity desk at a sell-side broker dealer. He later served as a key contributor with a highly respected analyst for a regional brokerage, and then in a municipal bond underwriting capacity. 

It was not until Patrick began his career at an FMO that he found his true passion: helping advisors design, position and sell financial instruments. He believes that successful advisors need to partner with an FMO that can provide them with carrier-agnostic recommendations ideally suited for their clients. This, in turn, enables advisors to focus more on creating and building relationships - rather than spending time researching products and navigating a crowded marketplace. 

Some advisors are having conversations about loss for the first time in recent memory. One way to mitigate the potential for market downturns is through indexed universal life (IUL). Not all IUL policies and their respective indices are, however, created equal. Here's why it's time to consider commodities in an index strategy.

Pivot to win it: The importance of commodities in an IUL index strategy

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