Adam Glassberg attended J.P. Morgan’s Investment Forum 2012 on Wednesday, July 11 from 7:30 – 3:30pm. The presentation focused on current opportunities in global equities and how they can be used to increase portfolio returns and further diversify client’s portfolios. Adam took home some new ideas and opportunities that are available in today’s recovering market and methods that will help prepare for future challenges facing retirement portfolios.
- PLEASE NOTE: D3 Financial Counselors is an alternate name under which Savant Capital Management (“Savant”), an SEC registered investment adviser, conducts its advisory business. All advisory services are provided by Savant. A copy of the Savant’s current written disclosure brochure discussing our advisory services and fees remains available upon request.
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