Raintree Financial Solutions is excited to host sister company Raintree Wealth Management (RWM) on a live webinar with Vice President, Portfolio Manager, Adrian Morgan next Wednesday, September 30.
RWM is a discretionary portfolio manager under the Raintree Capital Inc. group of companies that provides a fully managed service. RWM works with Canadian families and individuals with $100K+ of investable assets by making portfolio recommendations that are aligned with their client’s goals and comfort levels. RWM seeks to take a disciplined approach to portfolio construction by making investment decisions that are grounded by an empirical, data driven models.
On the webinar, Adrian will provide an update on how RWM is actively managing the many risks investors face in this unique market. Adrian will address how RWM is managing portfolios dynamically and changing allocations based on the prevailing market conditions on a continual basis.