Through my years of experience, I have learned that many individuals do not realize the value of having a portfolio manager who specializes in income generation. There are many fixed income strategies that you may not be aware of. I have developed a complimentary “Listen n’ Learn” series of educational and informative topics to help investors get a better understanding of nuances of and opportunities available within the various sectors of the fixed income markets. I also partner with employers, non-profits and retiree groups to implement impactful and insightful financial workshops.
Join me by bringing a “Listen n’ Learn” to your organization. Contact me today to get started!