During times of extreme volatility, people typically choose between the comfort of inaction and the gamble of market timing. A fascinating third option arises when traditional investment logic meets innovative artificial intelligence. Join us to discover how this unexpected combination is poised to deliver next generation transparency, build investor confidence and inspire greater control over your investment portfolio.
PKF O’Connor Davies is pleased to host Altium Wealth Management in presenting this groundbreaking investment approach at this critical moment in economic history. In this live webcast, Altium Founder and Managing Partner James Dowling shares his unique approach along with the vision that is driving his firm’s remarkable strategic growth.
Altium is a premier full-service financial consulting and wealth management company, recognized by the Financial Times as one of “300 Top Registered Investment Advisors” in 2019 and included in the 2019 RIA Channel “Top 100 Wealth Managers.” It is considered by many to be one of the fastest growing registered investment advisory firms in the country.
Host:
Ron DeSoiza, CPA, ABV
Partner
rdesoiza@pkfod.com
914-421-5604
Presenter:
James Dowling MSFS, CFP, CLU, ChFC, CAP
Managing Partner at Altium Wealth
jdowling@altiumwealth.com
914-825-1036