As with most aspects of our financial lives, staying balanced is a key to success, especially in volatile markets, and this month’s portfolio recipe could assist.
In this month’s Portfolio Recipes webinar, Orion’s Chief Investment Strategist Rusty Vanneman, CFA, CMT, will be joined by Phil Wood, CPM Global Head of Equity Client Portfolio Managers at Janus Henderson Investment, and Sean Clark, CFA, Chief Investment Officer at Clark Capital Management Group to discuss how long-term focused, diversified, balanced portfolios can help provide stable returns over a client’s portfolio life cycle.
For financial professional use only. Not intended for public distribution.
The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute - the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org. The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. To learn more about the CMT, visit https://cmtassociation.org/.
Orion Portfolio Solutions, LLC a registered investment advisor.