CWM Thirdly | EVERETT (Sth)

Advanced reservations are required. Seating is limited. To make your reservation call (425) 778-6160 or click 'Reserve Your Seat' above and enter your information.

CWM offers these intimate, conversation style events, three times a year to keep clients informed and up‐to‐date on CWM’s investment strategy and portfolio philosophy, market cycles, and the science of the Performance Targeting System (PTS®).

At this event we'll:

• Discuss the reasoning behind recent moves to risk‐off portfolio positioning
• Provide a forward market outlook and examine how and when investment models will likely move back to more normalized risk exposures in the future
• Address strategies and tips for year‐end tax planning

This event is open to CWM clients and their guests. There is no cost or obligation to attend.