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February 22, 2017

Too Much Risk With Not Enough Reward

february, 2017

22feb12:00 pm1:00 pmEvent OverToo Much Risk With Not Enough RewardAssetMark

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

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This meeting will focus on how to ensure a portfolio is properly being compensated for risk and making sure investments are aligned with goals and objectives using cutting edge technology. South Coast is offering a complimentary in depth portfolio analysis and review, and we encourage attendees to bring a copy of their most recent statements. In this meeting, we will also be providing quick and concise answers to the topical investment and economic questions that are on investors’ minds today, including:

  • What to anticipate from a Trump administration and GOP Congress?
  • What are expectations for portfolio returns in 2017?
  • How will the markets respond with rates likely continuing to rise?
  • Which sectors are in the best position for success?
  • How is South Coast positioning client portfolios for 2017?

South Coast Investment Advisors approach to intelligently personalized portfolio management begins by providing clients access to a broad spectrum of asset classes and sophisticated investment strategies.  Our managers have deep expertise in equity and fixed income investments, which typically form the foundation of client portfolios.  Depending on each client’s investment objective, we may complement our manager selections with those specializing in alternative or unique areas of the market such as real estate, secured debt, and energy.  This disciplined and conflict-free investment process provides opportunity for greater diversification, as each client portfolio is constructed within our strategic allocation framework and then personalized to align with each client’s personal goals and risk tolerance.

Please register to join us for lunch Wednesday, February 22nd at 12:00 pm.

february, 2017

22feb12:00 pm1:00 pmEvent OverToo Much Risk With Not Enough RewardAssetMark

Time

(Wednesday) 12:00 pm - 1:00 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP Now

  or  Register

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

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