3-D Asset Care & Value-Based Investing/ESG

Time: 6:00 pm PST / 9:00 pm EST

All our 3D Asset Care programs feature a brief review of markets, current news, and events, as well as a special speaker or topic.  Afterward, we do a LIVE Town Hall style review of client questions, so bring your questions.

In Part 1: Our Special Topic: Socially Responsible, Value-Based Investing/ESG

For some, they want to invest but are concerned about the social effect of their investment decisions.  Companies may donate dark money to politics, have a record of discrimination, or have a poor environmental track record.  This conflicts with the values that many of our clients hold dear and represent to their children. 

• Adding Custom Socially Responsible Investment Options in your portfolio
• How a momentum-based model can reallocate when a measure of the market indicates danger

Our featured Speaker:  Rick Watson

In Part Two of this Webinar, we will hold our “Digital Town Hall Meeting”

We asked our advisors to share the most common questions from clients.

This unscripted meeting is for our valued clients, so register and bring your questions about everything market and investment-related.

Our Featured Speakers: PPA Founders Rick Watson & Mike Clarke

We look forward to seeing you!