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APRIEM ADVISORS IS EXCITED TO ANNOUNCE OUR NEXT VIRTUAL EVENT:


APRIEM PORTFOLIO CONSTRUCTION

A FOUR-PART SERIES ON BUILDING A DURABLE PORTFOLIO
Modern investment management is not just about picking hot tech stocks or ETFs, it must consider client needs and diversification. Portfolio construction is a dynamic process - it is formed by active dialogue along with constant monitoring, measuring, and rebalancing. During this series, we will share with you some important concepts like asset allocation and investing in stocks and bonds. We will also share our insights on Apriem's style of investing.
 
Part 4: Bringing It All Together
 
Please join Benjamin Lau, our Chief Investment Officer and Alan Ahmatovic, Financial Analyst for our last webinar of the series to discuss what happens after you have built your portfolio.  Much like cars, your portfolio requires regular maintenance as well. And much like regular oil changes, things like portfolio rebalancing and tax loss harvesting can help prolong the life of your portfolio.
Part 4: Bringing It All Together
Wednesday, August 12, 2020
Hosted via GoToMeeting Webinar
Session 1: 11 AM - 12 PM

Click Here to Register for Session 1
Register for the desired webinar session by clicking on the link. You'll receive a confirmation email with a unique link to join the session. Click "Add to calendar" to ensure you don't miss the webinar.
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