On this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Jeff Sarti, our CEO, discuss our investment philosophy and upcoming Investor Symposium. 

Although many investment firms place an emphasis on stocks and bonds, other assets tend to be more resilient in volatile times. Jeff says we are willing to look different than the rest of the industry because we believe our focus on the alternatives space is in our clients’ best interest.

Clients will be able to meet fund managers, learn more about our investment strategies, and hear live conversations about various financial planning topics at our Investor Symposium on October 12th at Westlake Village Inn. Topics will include cryptocurrency, AI, navigating financial decisions with one’s spouse, complexities of the sandwich generation (people who are responsible for taking care of their children as well as their aging parents), real estate investments, private lending, and more.

Details coming soon!

Disclosure: Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your financial, legal, and tax professionals before implementing any transactions and/or strategies concerning your finances.