Thank you to everyone who attended our recent client education seminar entitled, "The Tenets of Successful Investing." Except for some difficulties with the venue, I'm very pleased with the feedback from attendees overall. The message was pertinent, and attendees indicated that they left with something of value.
Portfolio Advisors Blog
We have a new staff member! Jessica Sadredin has joined us as a Portfolio Administrator. Jessica is a recent Finance graduate from Fresno State. She has an impressive background and comes to us highly recommended. Jessica aspires to a career in financial planning.
To view the letter, please go to the "Client Center" tab and click on "Download Documents."
Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.