The AAII Columbus Chapter presents...
Dynamic Global Strategies for Intelligent Investing
Brial Wissman and Tim Kohn will present an overview of Schwab Capabilities for the independent investor, with additional focus on global investment strategies provided through Windhaven Investment Management, Inc. Windhaven is a leading investment advisory firm and an affiliate of Charles Schwab. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure in declining ones, Windhaven has created a range of diversified strategies available through Schwab.
Vice President and Branch Manager Columbus, Charles Schwab
Managing Director, Windhaven Investment Management Division, Charles Schwab
|Attend This Meeting and Learn...|
|| Ways to best utilize the Schwab platform to meet your investment needs
|| Strategies for global diversification
|| How to adapt investment portfolios in a climate of rising interest rates
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