IMPORTANT NOTICE: Due to inclement weather forecast, we have cancelled our 3/21/18 luncheon program.
Don't Miss our March Luncheon Meeting!
Building Better Balanced Portfolios
(this presentation has been accepted by CFP Board for 1 CFP CEU)
Please join us for our March luncheon program featuring Paritas' Chief Investment Strategist Doug Hedley who will explain how a balanced-risk investment process can help to stabilize the core holdings of a portfolio by protecting against large draw downs and participating in growth environments. The process is centered around using risk instead of long-term forecasts to aid in increased consistency and ultimately superior risk-adjusted returns over the long-term.
Learning Objectives: At the end of this session, attendees will understand what a balanced-risk investment process is, how the investment process works, and when it can help strengthen certain client portfolios.
Level of Complexity: Intermediate
Click on "More Event Details" link below for speaker bio and registration details.