This presentation will explain gold’s role in stabilizing a portfolio throughout time, especially in uncertain geopolitical and economic times like today. Gold is widely accepted as a useful asset class, but few understand how to use gold to protect client assets. The presenter will demonstrate the best practices for managing gold in a portfolio, including the differences between the most popular forms of ownership.
This Partner Solutions webinar is sponsored by Asset Strategies International, Inc.
1. Understand the specific role gold plays in increasing portfolio performance and decreasing portfolio risk.
2. Understand how to manage gold in a portfolio whether it is being held for insurance or for profit.
3. Understand the key differences between various forms of gold ownership to include risks and benefits to client portfolios of physical gold, exchange traded funds, mining stocks and mutual funds, and gold in IRAs.
Rich CheckanPresident & COO of Asset Strategies International, Inc. in Rockport, MD
Rich Checkan is the president & COO of Asset Strategies International (ASI), a Maryland-based company specializing in tangible assets, including precious metals and rare early U.S. gold and silver coins as well as rare world and ancient coins. He oversees the operations, administration, sales, and marketing departments and also serves as ASI's compliance officer.
A graduate of the United States Military Academy at West Point, Rich was commissioned as a Second Lieutenant in the U.S. Army Infantry and left six years later as a Captain. His tours of duty included the Demilitarized Zone in South Korea.
Rich joined ASI in 1996, where he developed the Perth Mint Certificate Program, making ASI one of the first approved dealers authorized to sell these government-guaranteed precious metals certificates.