In this session of Coffee with Kirk, I chat with John Rotonti who manages the Industrials and Infrastructure Portfolio at Bastion Fiduciary. We get into how John’s past shaped his investment philosophy and what that philosophy is. We go pretty deep in this interview, but you will clearly see the value John brings to our firm, and ultimately, your portfolio. If you feel there are terms or items you don’t understand, we have lots of educational tools for you to learn. John also wrote a book for beginners which I think we can get you if you desire. With all this said, please enjoy the interview.
Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

