A BUSINESS BUILT FOR GROWTH: SIMPLIFYING RISK AND RETURN FOR CLIENTS

Capital Grille Dunwoody November 10

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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.

Location

The Capital Grille

94 Perimeter Center W 

Dunwoody, GA 30346

Wednesday November 10, 11:45am

Topics

  • Tax and Trade Planning
  • Tackling the Fixed Income Challenge
  • Managing Individual Stocks in Fund Portfolios

Speakers

  • 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.