FINANCIAL CLUB September 12, 2012 - 7:00pm in the Delaware Room at Anthem Center
The speaker for this month is: Adam Lee, Managing Director for Strategic Financial Planning Group.
The Topic will be: Strategies for investing in turbulent markets, ways to increase the income generated from a portfolio, and alternative asset classes that can be beneficial to planning objectives.
Ideas covered will include:
- Oil Pipeline Master Limited Partnerships, Business Development Companies
- Option-Income Funds
- Tactical Portfolio Management
- Exchange Traded Funds and Structured Certificates of Deposit.
A market commentary will also be presented- including outlooks for the stock, bond, and commodity markets for the next year.
About the Speaker: Adam Lee is the Managing Director for Strategic Financial Planning Group, a premier Independent Registered Investment Advisor firm. Allianz is one of the largest asset –managers globally, and the parent company of PIMCO- the respected bond fund manager. He has been an advisor for fifteen years and studied finance at University of California at Berkeley.
Adam specializes in strategic wealth management , comprehensive financial planning, and tactical asset management.