Nick Parcharidis, CFA, Managing Director, Axio Financial, m+ funds and David Gatti, CEO, Risk Paradigm Group discuss how advisors can protect their portfolios from market uncertainty, while staying invested.
To learn more, register and watch: Add Control with m+ funds: Defined Outcomes Redefined.
Solve one of the most difficult issues facing advisors and their clients today – insulating portfolios against market uncertainty. Protect against market declines, while staying invested with Buffer and Preservation funds.
- What are Defined Outcome investments?
- How do Defined Outcome investments work?
- How to use laddered m+ Buffer and Preservation funds to insulate portfolios during market uncertainty.
David Gatti, CEO of Risk Paradigm Group RIA (RPg), will discuss his application of Preservation m+ funds in an SMA. A laddered approach helps his clients enhance returns on bonds.