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Modern Wealth Management: New Standards in Portfolio ConstructionMia Petersen2019-11-07T19:24:49+00:00

With equities trading at historical highs and fixed income securities facing a potentially rising environment, your traditional 60/40 portfolio may not perform as well as it has in the past. A number of alternative investments can help you diversify your assets and create new strategies for reaching your goals. 
 
Join us for a panel discussion and complimentary cocktail hour hosted by CliftonLarsonAllen. 
 
Speakers: Keynote Speaker:  • Diane L.S. Dekker, PhD, RN, Psychologist, Nurse, Life Coach 
 
Panelists:  • Peter Gray, Senior Managing Director, Altus Realty Income Fund II • Craig Spencer, CEO, Arden Credit Fund • Brian D’Orazio, Principal, CliftonLarsonAllen Wealth Advisors, LLC 

Modern Wealth Management: New Standar...

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Date and Time

Tuesday Sep 26, 2017
2:30 PM - 6:30 PM MDT

Location

Sandia Golf Club
30 Rainbow Road NE
Albuquerque, NM 87113

Website

https://www.bizjournals.com/albuquerque/event/161370/2017/modern-wealth-management

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