Posted on April 9, 2014 | Local Chapters
Date: Wednesday, April 16, 2014
Topic: Dynamic Global Strategies for Intelligent Investing
Speaker: Brial Wissman, Vice President and Branch Manager Columbus, Charles Schwab
Brial Wissman and Tim Kohn will present an overview of Schwab Capabilities for the independent investor, with additional focus on global investment strategies provided through Windhaven Investment Management, Inc. Windhaven is a leading investment advisory firm and an affiliate of Charles Schwab. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure in declining ones, Windhaven has created a range of diversified strategies available through Schwab.