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Helping Clients Address the “Conservative” Part of Their Portfolio
Course Information
Content Level: Intermediate
NAPFA Subject Area: C-Investments
Course Description

Most can agree that today’s environment makes allocating to fixed income a less than attractive idea.
In this session, discuss how the current market environment is impacting portfolio construction and managing risk, along with the challenges and opportunities visible for the risk averse investor that is simply seeking “adequate returns.” Attendees will also talk through trends available that address low interest rates, correlation considerations, and how to standardize the investment process while giving larger clients a more custom feel.

This session is sponsored by Aptus Capital Advisors, LLC.

Learning Objectives
  1. Explain market environment and the real impact on portfolios going forward
  2. Discuss considerations to manage both longevity and sequence of returns risk for retirees
  3. Identify strategies to standardize investment processes that address current market conditions

JD Gardner, CFA, CMT

JD holds an undergraduate degree in Finance and an MBA with a concentration in Finance from Wright State University. He holds both the CFA Charter and Chartered Market Technician (CMT) designations. He spent time at UBS, Morgan Stanley, and as a research analyst before starting Aptus. With experience in developing systematic strategies, Gardner saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.

Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 NAPFA CE (LIVE) Credit
1 CFP® CE Credit
1 CFP® CE (LIVE) Credit
Contains: 2 Courses
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