Investment Insights Webinar

Thursday, July 13, 2023 | Noon PT

Gain insights directly from our investment experts on how the second quarter ended and what you can expect in the coming quarter.

We will share investment themes that our team is monitoring and how those are impacting your portfolio. Also, this is your chance to ask our team whatever is on your mind. Be sure to register for this 45-minute webinar.

  • Rick Keller, CFP®, Chairman
  • John Hakopian, President
  • Andrew Chan, CAIA, Co-Chief Investment Officer
  • Second quarter in review
  • Investment themes for the third quarter
  • Portfolio positioning based on current market data
  • Q&A