Learn about the different Alternative methods of Investing that professional investment managers may use to manage your clients' portfolios.
In this 2 CPE credit session, we'll explore the four primary methods of investment management used in the professional asset management industry. An overview of the concepts behind Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing will be provided, to give CPAs a framework for understanding what is happening in their clients' professionally managed portfolios.
This course will be presented by Jesse Mackey, 4Thought Financial Group's Chief Investment Officer. Please join us.
Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.