Event name
Portfolio Management
When
Wed 09 / 11 / 2019
2:00 PM to 4:00 PM
2:00 PM to 4:00 PM
Where
Valverde Common House
405 Valverde Commons Dr
Taos NM 87571
405 Valverde Commons Dr
Taos NM 87571
Who can attend
Open to all
Price
FREE
Organizer
Walter Cox
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 [email protected]
If you are interested in attending let us know. Call the office 575/224-6335 or email [email protected] to sign up.