Helen Yang, CFA, winner of 2011 Harry Markowitz Award, will show you:
- How we approach risk tolerance assessment;
- Our state-of-the-art Investment Policy Statement;
- Quickly identify at-risk clients to reach out proactively and prevent loss
- Better engage clients and deliver insights that clients can't get from CNBC and Yahoo! Finance
Visit www.andeswealth.com to request demo and be eligible for free trial.