Portfolio Selection Process WEB
PresenterRonald E. Williams, Jr., CFP®
Join us for an evening to learn about the process we use to select the funds and the managers inside the Fixed and Equity portfolios. This is the same process and philosophy we have used since 1999. Come learn more about: Building a portfolio, stock and bond portfolio review, New fund selection: A Case Study, fund analysis and screening.
Date and Time
Thu, May 23, 2019
7:00p - 9:00p EST