Portfolio Management

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Event name:

When

Wed 09 / 11 / 2019 from 2:00 PM to 4:00 PM
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Where

Valverde Common House, 405 Valverde Commons Dr, Taos, NM 87571

Price

FREE

Organizer:

Walter (Wally) Cox

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TENT has an opportunity to offer an 8-week Investment Management course this fall for those who make their own investment decisions as well as those who work with an advisor. Starting the week of Sept. 9 and finishing the week of Oct 21. Participants would meet for a two-hour session each week (time and day to be determined) and complete assigned “homework” as part of the course.

Bob Aubrecht will Offer a series of classes covering Portfolio Management for Individual Investors

Bob Spent 30 years as an investment manager. He has done similar series for a wide range of Individuals, families and institutional inverstors.

The course is free to the TENT community

The series is not a sales pitch or an exercise in stock selection or an approach to market timing strategies. It is a top down approach to the basics of investment management, focusing on the reward vs risk decisions that are necessary for successful portfolio management.

The syllabus for the series is as follows:

Saving and investing - the basics
The 'bucket' approach to investment portfolios
Investment objectives and investment policy statements
Intriduction to asset allocation
Asset classes
Creating investment portfolios
Monitoring investment performance and re-balancing portfolios
Conclusion and wrap-up issues

If you have any questions about the series before deciding to register, please contact Bob Aubrecht at 575/758-9675 or email aubrecht@taosnet.com

If you are interested in attending let us know. Call the office 575/224-6335 or email TaosElders@gmail.com to sign up.