Broker Check
09 May
Diversifying Beyond Stocks & Bonds: Improving Risk-Adjusted Returns and Reducing Market Drawdowns!


As capital markets become more correlated, investors must find ways to manage risk and further diversify their portfolios.  Join us on May 9th for dinner and drinks as Ted Schumann teams up with Shara Wallace, Vice President of Ares Wealth Management Solutions, to learn how you can take advantage of the same strategies used by large institutional investors like endowments, and how to find opportunity amid uncertainty.  Some of our discussion highlights will cover:

  • Diversification options for portfolios
  • The impact of presidential elections on the stock market
  • Pros and cons of alternative investing
  • When private strategies are a good fit for a portfolio

This is a free, private event for our clients to introduce some new investment opportunities available for your portfolio. We hope that you can join us!

Please RSVP by 5/2/24. Click the register button, or call 800-327-2377 opt. 1

Date and Time

Thu, May 09, 2024

6:00p - 8:00p EST


Cooper's Hawk Winery & Restaurant

151 E Big Beaver Rd
Troy , MI 48083
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Event Registration