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Turning Investment Strategies into Client Portfolios

October 21, 2026 4:15 PM - 5:15 PM (EDT)

Description

How do you turn individual investment strategies into portfolio models clients can actually use? Join us as we explore how to blend active and passive strategies into diversified, client-ready models—combining different approaches to create practical portfolio solutions that are easier to implement, manage, and explain. Turn your strategies into solutions. Register today!

Time

Wednesday, October 21, 2026 from 4:15 PM to 5:15 PM ET

Pricing

NAAIM Members - Complimentary

Non-Members - $15.00

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Contact Information

NAAIM
Name: Susan Truesdale
Phone: (303) 979-1280
Email: info@naaim.org
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