Financial Capital: Integrating Investment Planning Strategies

In today’s increasing complex global investment marketplace there is an incredible diversity of investment opportunities—each with their own underlying risk/reward characteristics. The Optimal Advisor is now more challenged than ever to assimilate the most effective strategies for the families they serve while continuing to minimize the inherent risk. Charlie Grace and a team of investment leaders will address the risks, rewards and costs of using investment consultants to ‘balance the three-legged stool’ between traditional, alternative and opportunistic investments. As part of this interactive dialogue, the team, representing their diverse interests, will construct a model portfolio indicating how their strategies should be weighted as part of a complex, integrated investment plan.