Next seminar at RegentAtlantic: "What the HECK should I do now?"
RegentAtlantic's Christopher Cordaro, Chief Investment Officer, and
Jane Newton, Wealth Manager, will answer how RegentAtlantic is
positioning client portfolios for the uncertain economic environment
we've lived through for the past two years.
Chris and Jane have designed this 90 minute session especially for
individuals who have questioned their own investment strategy or that of
their advisor.
Date:
September 21, 2010
Time:
6:00 PM for wine and cheese; 6:30 PM program starts
Location: RegentAtlantic Capital's
office at 1200 Mount Kemble Ave, Morristown, NJ
Directions:
http://www.regentatlantic.com/About-Us/Contact-Us/Directions.asp
To attend, contact Rachael Coleman at (973) 425-8420 ext. 201 or
rcoleman@regentatlantic.com.
Space is limited.
Investment Outlook Webinar - Third Quarter 2010 - October 7th at 8:00 PM Eastern Time.
Listen to Christopher Cordaro, Chief Investment Officer, and Brian Kazanchy, Chair of RegentAtlantic's Investment Committee, review the past quarter and the outlook for next quarter.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/843464482
Next seminar: "Where to Retire"
Learn from people who made the decision and what they would do
differently
Moderated by John Prokop, Wealth Manager
Oct. 13th
6:00 pm - wine and cheese
6:30 pm - program
2010 Asset Allocation Summit.
Each year, RegentAtlantic Capital, LLC®'s investment committee wipes the
slate clean and thoroughly reviews our current investment allocation
models, attempting to identify whether our existing allocations are the
most appropriate and optimal allocations for our clients' portfolios.
The process is intensive: weeks of research and analysis go into each of
the asset classes reviewed, outside fund managers are interviewed at
length, topics are discussed and debated within the investment committee
at even greater length, and ultimately recommendations are generated.
This year, we reviewed seven asset classes for potential addition to our
allocation models, of which one made the final cut and three found
themselves on the shelf for future consideration.
To read the report in its entirety,
click here. (PDF Attached.)
Our Team includes experts in operations, portfolio management, administration, and wealth management. Learn more
To receive information about RegentAtlantic, Contact us.