Investment and Economic Summit
In January, we kicked off the New Year with our annual private client Investment and Economic Summit. During the event, we heard from Chris Abts, Trini Guillen, Curtis Slothower, and Jeff Martin from our Cornerstone team as well as Ken Lambert from Peavine Capital.
We were able to share some information regarding our recent company rebrand, introduce you to all of our team, and explain some of the resources we have available to you. We recapped 2017 and looked toward 2018, reviewed our investment models, and shared some exciting new tools, resources and services that will improve client experience.
We had a great turnout for this event and enjoyed being able to connect with our clients in attendance.