The Art of the Blend: Designing Your Investment Mix

Want to learn more about the models CWM offers to create a custom-fit investment experience?

CWM has expanded its investment menu to over 20 unique strategies - each designed with the potential to help you grow, protect, and enjoy your wealth at every stage of life.

Join Brian J. Lockett, CFP®, AEP® and Chase Ferderer, BFA™ for a virtual session where they'll break down:

• The strengths and best-fit scenarios of each investment model
• How different strategies serve you across the investor lifecycle
• Ways to blend models into a plan that fuels your personal vision of success

Whether you're building, preserving, or enjoying your wealth, this event can help show you how to align your investments with the life you want - today and tomorrow.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Diversification and asset allocation do not ensure a profit or guarantee against loss. Past performance is no guarantee of future results.