Conference Call w/ Sterling Capital
Time & Location
About the event
As you may know, we have partnered with AE Wealth Management, an SEC Registered Investment Advisor and full services company, and their chief investment officer Sterling Capital Management.
Sterling was established by Olin Nesbitt, formerly with Interstate Securities; a firm that my father and I were both employees of. Mr. Nesbitt established his own firm in the 1970s, Sterling and eventually that firm was sold to the current owner, BB&T Bank.
Sterling is a very high level, investment manager managing money for many high-tech corporations, large businesses, foundations, and charitable organizations. They are an institutional manager, which means that many of the above entities have to have a minimum of $25 million to hire Sterling.
Since Sterling is new to the clients and friends of Leonard Wealth Management, and also in light of the recently market volatility, we wanted to invite you to a conference call with Tim Sargent, a Director with Sterling.
He will be taking about many of the things that his corporate and institutional clients have on their minds these days, such as how to some of the following things affect the portfolios that Sterling has created:
* Market Volatility
* Trade Tariffs
* Rising Interest Rates
* Democratic Take Over of the House of Representatives.
* Outlook for the Financial Markets in 2019
Since times of volatility and fluctuation create an atmosphere of anxiety and concern, we here at Leonard Wealth Management want to be proactive to address some of these issues.
Please join us if you can:
Date: December 10th
Time: 7:00p Eastern
Phone: (866) 692-3580
Participant Code: 95387890
Again, thank you for your business and for your friendship.
J. Cain Leonard, CEP®
Certified Estate Planner
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Leonard Wealth Management are not affiliated companies.
Leonard Wealth Management is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. #678301