An opportunity to sit down with a small group of fellow investors and find out how you can better position your portfolio in today's market.
An exclusive conversation with:
Darius Gagne, Ph.D., CFA, CFP®
Partner and Chief Investment Officer
Abacus Wealth Partners
Teaches "The Science & Art of Investing" at UCLA
>> Whether today's market is overheated
>> The biggest mistakes investors make
>> How to judge if your portfolio is right for you
Date and time:
First Monday of every month at 10 a.m.
Coffee with the CIO is now available virtually! You can register and dial in from anywhere (conference line and passcode will be emailed to you after you register).
$10. All proceeds are donated to the Abacus Wealth Partners Charitable Fund, ImpactAssets.
RSVP today! Space is limited.
Unable to attend? Contact us at 424-229-6727 and we'll let you know about future events.
Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
We deliver exceptional wealth management and investment advice to clients with relationships based on trust, open communication, and integrity. Our clients are making the best use of their financial, human, and emotional resources while pursuing their passions.
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