Met with: Liz (Elizabeth) Brown, CPFA® AIF ® We discussed their 401k platforms. She focuses on $1m to $50m. Pricing has become much more reasonable at Fidelity. Clients have access to NetBenefits. Discussed access to ZoomInfo for marketing. Outlined Fidelity...
Met with: Steph M. Laflamme (Regional VP) We discussed the private equity market and how it contrasts with public equity. The premise is PE can provide lower volatility with a low correlation to the broader economy. Attendees: Dan Romero & Greg Tobey Location:...
Met with: Ken Krell, DCIO We discussed their 401(k) platform. They offer an affordable start up platform that can be utilized for Start up plans. Also have access to a calculator where we can determine the tax credits on start up plans. Attendees: Dan Romero, Jason...
Attendees: Jeff Baker (First Trust) Garrett Olson, Smith Capital. Gibson Smith is the founder, CIO Seve Sakayan of WCM. We reviewed a few of their products and they gave us an overview of the fixed income and international markets. Attendees: Dan Romero & Greg...
Met with: Christopher Collie, CAIA, CIMA® We reviewed a few of their products and they gave us an overview of the fixed income and momentum trading. Attendees: Dan Romero & Greg Tobey Location: El Matatan Time: 1:15pm Estimated Cost:...
