Join us for an interactive conversation with Aptus Capital’s founder and Advyzon’s Senior Vice President.
We will discuss how an outsourced CIO and technology solution have helped deliver custom solutions and technology to support firm growth.
Del Frisco’s Grille
3376 Peachtree Rd NE,
Atlanta, GA 30326
Wednesday April 13th, 12:00 pm
(inside the Waldorf Astoria Atlanta Buckhead)
* Complimentary Valet – just mention you are with our group
- Best practices to standardize your investment process and trading
- Asset Allocation challenges in todays market
- Utilizing technology to increase my efficiency/scalability
- Tools and best practices around managing your client portal and communication
- JD Gardner, CFA, CMT Founder/CIO of Aptus Capital Advisors
- Chuck Rowlan, CFP Senior Vice President Advyzon Technology
Aptus Capital Advisers, LLC is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Fairhope, Alabama. Registration does not imply a certain level of skill or training.