2011 Growing Assets Under Management, Maintain Existing Clients And Find New Clients Webinar Series
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This webinar is intended for the following audience: 1) Financial advisors (Including independent registered investment advisors) 2) Family offices 3) Insurance professionals 4) CPA\'s 5) Estate ...
This webinar is intended for the following audience: 1) Financial advisors (Including independent registered investment advisors) 2) Family offices 3) Insurance professionals 4) CPA\'s 5) Estate planning attorneys 6) Trusted advisors 7) And any other professional that brings money management solutions to their clients
Specifically if they want to help their clients with: Tax efficiency Preservation of client capital and their principal Risk control and reduction techniques Inflation solutions Alpha and upside with reasonable investment advisory fees that has no derivatives, no short selling, and no expensive mutual funds fees.
Join this call where we have invited 2 portfolio managers to talk about their strategies and answer any questions that you may have.
First we have invited Scott Wetherington, Chief Investment Analyst at Lindner Capital Advisors who will discuss his Tactical Shift portfolio, a top-down equity and fixed income strategy.
Next we will have Stuart Kruse Chief Investment Officer at Kruse Asset Management who will discuss his QVP a bottom-up large cap equity strategy that focuses on value stocks (but also has an international and small cap strategy).
I have also asked Matt Kraus the fixed income Managing Director at Kruse Asset Management to join us as he brings a lot of fixed income experience to the table.
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