Presentation by Jennifer Goldman of MyVirtualCOO at the Atlanta Emerging Advisors Association on 12/08/11 in Atlanta. She discusses the business leverage available to emerging RIAs by effectively using a few of the virtual or outsourced solutions available today.
Presentation by Ken Solow, CIO of Pinnacle Advisory Group and author of Buy & Hold is Dead (Again) at the Atlanta Emerging Advisors Symposium on 12/08/11. Ken walks through the reasons why a tactical investment program like the one adopted by Pinnacle Advisory group in 2002 delivers a more effective risk-managed solution that traditional Buy & Hold strategies.
Presentation by John Hill, CEO of Pinnacle Advisory Group, at the Atlanta Emerging Advisors Symposium on 12/08/11. John discussed the evolution of a wealth management firm to help illustrate the issues at each stage of a firm's lifecycle and the solutions required to address them.