Matt Pierce presentation at CFDD conference

We are pleased to present some new ideas on the use of Dynamic Portfolios in retirement plans at the Center for Due Diligence Conference in San Antonio TX, the week of October 14.  Participants in 401(k) plans typically do a poor job of managing their investment portfolios.  We believe that employing the use of professional asset allocation and, importantly, the use of dynamic portfolios, can help the average participant do a better job of accumulating long term wealth.

Please click on CFDD for more information.


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