“What will client portfolios look like in 10 years?”

Join Us for a Fireside Chat & Networking Event in Boston! “What will client portfolios look like in 10 years?”

We’ll talk about the evolution of portfolio management:

How firms are finally closing the gap between planning and investing with automation, optimization, and true personalization.

Where: 53 State Street, 36th Floor, Boston
When: Wednesday, April 30, 4:00pm-6:00pm
What: Fireside chat + networking | Harbor views

Matthew Kadnar, CFA Gerard Michael Smartleaf Smartleaf Asset Management

Space is limited. Hope to see you there!

https://lnkd.in/eRFXQTBy

#GoalsBasedInvesting #WealthOptimization #Personalization