Informed DecisionsSubmitted by Prosperity Advisors on October 18th, 2018
In designing and managing our client portfolios, we strive to put research to work to guide us in making what we consider informed decisions.
One of the many ways we do that is by traveling to meet with the largest money managers and discuss their views and the data they use to support their decisions. Sending Brent Evans, CFA to these exclusive, invitation only meetings several times a year represents a significant investment. We feel the return on that expense can show up in going beyond the data to make informed decisions in your portfolio.
From October 3-5 Brent attended an intensive due diligence with Dreyfus/Bank of New York Mellon .
While there, he met with Portfolio Managers and Economists to gain valuable insight into trade tensions, interest rate policy, changing corporate costs, and the evolving nature of the U.S. Energy Industry.