Replay of the June 19, 2019 Webinar
In this webinar, we do a deep dive into what eNVESTOLOGY is all about. We also cover the current economic and market environment and how portfolios are created.
In addition, we cover:
- What Advisor Crafted and Technology Enhanced actually means
- Our Economic and Market Outlook
- Personalized Asset Allocations
- Alternative Asset Exposure
- No-transaction fee portfolios
- Online performance reporting
- Portfolio Positioning
- A Look into the Client Portal
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This information is available for general circulation and has been prepared without regard to the individual financial circumstances and objectives of persons who receive, obtain or have access to it. Information is based on sources that we believe to be reliable. However, we do not make any representation or warranty, expressed or implied, as to the accuracy of our data, the completeness, or correctness or make any guarantee or other promise as to any results that may be obtained.
Horowitz & Company will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us at firstname.lastname@example.org to request a free copy via .pdf or hardcopy.
Please see additional disclosures and information HERE.