SUSTAINABLE GROWTH: MANAGING YOUR EXCEPTIONS THROUGH SUPPORT AND TECHNOLOGY

Ruth’s Chris Steakhouse – SouthPark      March 3rd, 2022

   

Save Your Spot

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.

Location

Ruth’s Chris Steak House

6000 Fairview Road

Charlotte, NC 28210

Thursday March 3rd, 12:00 pm

Topics

  • 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

Speakers

  • 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.