A BUSINESS BUILT FOR GROWTH: SIMPLIFYING RISK AND RETURN FOR CLIENTS
Haywire Plano December 7
Save Your Spot
Join us for an interactive conversation about how a Riskalyze partner leans on the platform to help advisors build a confident client base and win large relationships.
5901 Winthrop St Suite 110
Plano, TX 75024
Tuesday December 7, 12:00 pm
- Tax and Trade Planning
- Tackling the Fixed Income Challenge
- Managing Individual Stocks in Fund Portfolios
- Matt McGowan Director of Channel Alliances at Riskalyze
- JD Gardner, CFA, CMT Founder/CIO of Aptus Capital Advisors
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.