Preparing Your Investment Portfolio for 2021: How to Evaluate Performance & Diversification
As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, now is the time to ensure your depository has a disciplined approach to put that cash to work effectively. Join us to discuss best practices for establishing an investment philosophy, evaluating risks relative to your full balance sheet, and knowing when to rebalance.
Learning Objectives Include:
CPE Credit Opportunities
*CPE Credit is available
Chief Investment Officer
Director, Investment Management Group
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Questions or compliants?
If you have any questions or complaints, please contact Jacob Catalano at (214) 987-9233 or [email protected]
ALM First Financial Advisors, LLC, is registered with the National Association of State Boards of Accountancy (NASBA) asa sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.