Please join us for our March luncheon program featuring Paritas' Chief Investment Strategist Doug Hedley who will explain how a balanced-risk investment process can help to stabilize the core holdings of a portfolio by protecting against large draw downs and participating in growth environments. The process is centered around using risk instead of long-term forecasts to aid in increased consistency and ultimately superior risk-adjusted returns over the long-term. Click here to learn more about Doug.

Learning Objectives:  At the end of this session, attendees will understand what a balanced-risk investment process is, how the investment process works, and when it can help strengthen certain client portfolios.

Level of Complexity: Intermediate