A BUSINESS BUILT FOR GROWTH: SIMPLIFYING RISK AND RETURN FOR CLIENTS
Truluck’s Houston December 8
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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.
Truluck’s Ocean’s Finest Seafood and Crab
5350 Westheimer Rd
Houston, TX 77056
Wednesday December 8, 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.