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Topic: Lifting the Curtain….What Considerations Go Into Constructing Your Portfolio?
Tune in to this informative one-hour virtual event hosted by Ryan Poterack, CEO and Wealth Manager at PCA - and guest speaker Tim Holland, our Chief Investment Officer!
This is sure to be a well-attended event! Ryan and Tim will touch on the importance of the following items, when constructing a client portfolio:
- Defining investment goals
- Asset Allocation
- Security Selection Process
- Portfolio Optimization Techniques
- Monitoring and rebalancing
- Alternatives; Buffered Strategies
We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
Click to RSVP
Sign Up Below
Topic: Lifting the Curtain….What Considerations Go Into Constructing Your Portfolio?
Tune in to this informative one-hour virtual event hosted by Ryan Poterack, CEO and Wealth Manager at PCA - and guest speaker Tim Holland, our Chief Investment Officer!
This is sure to be a well-attended event! Ryan and Tim will touch on the importance of the following items, when constructing a client portfolio:
- Defining investment goals
- Asset Allocation
- Security Selection Process
- Portfolio Optimization Techniques
- Monitoring and rebalancing
- Alternatives; Buffered Strategies
We encourage you to invite anyone who may enjoy attending this PCA event!
Click the button below to RSVP!
Click to RSVP