2nd Quarter Investor Meeting | Lunch Session | Wednesday, April 17 | 11:30 AM

Free Quarterly Investor Workshop for our clients and open to the public.

When: Wednesday, April 17 | Lunch Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 11:30 AM

Lunch provided

Class Presentation begins at 12:00 PM  | 75-90 minute session

Topic: Educate and Prepare yourself to combat the Fear & Greed of the upcoming Media Blitz

Can you answer these questions and do you understand why it’s critical to understand how your portfolio is engineered?

  1. Do you have an academic understanding of how markets work?
  2. Do you consistently and predictably achieve market returns?
  3. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  4. Have you measured the quality and maturities of the fixed income in your portfolio?
  5. Do you have an algorithm and tested process for rebalancing your portfolio?
  6. Do you fully understand the implications and applications of diversification in your portfolio?

Registration Required, RSVP by Wednesday, April 10th.

Event registration is now closed.