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Hosted by Fairfield County Chapter of FPA Connecticut

CANCELLED DUE TO INCLEMENT WEATHER FORECAST: Building Better Balanced Portfolios Using Balanced-Risk


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
Using Balanced-Risk
(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.

More Event Details

Wednesday, March 21, 2018
11:30 AM - 1:15 PM

Location

Giovanni's (The Waters Edge)
2748 Post Road
Darien   CT   06820
(203)325-9979
 
Website for Location






Registration Fee
Member
 
See event description for registration details.
Non-Member
See event description for registration details.