Tom Balcom, CFP, CAIA, MBA, Founder of 1650 Wealth Management, was invited to speak to 70 top Miami Financial Advisors at the Financial Planning Association Meeting of Miami Dade on May 14, 2013, held at the University of Miami, BankUnited Center located in Miami, Florida.
Tom Balcom a Financial Advisor and Certified Alternative Investment Analyst, was invited to speak on his expertise in utilizing alternative investment strategies (structured notes) with over 70 top Miami Financial Advisors in attendance. Tom’s lecture educated the Miami Financial Advisors on how utilizing alternative investment strategies within their clients portfolio’s could help protect their investors during bear markets. Alternative investments are utilized within investor’s portfolio’s for both their hedging benefits, as well as for magnifying potential gains.
Tom Balcom was recognized at the end of his lecture for his extensive work and outstanding expertise in working with structured alternative investments and received a plaque from the President of the Financial Planning Association of Miami Dade, a Miami financial advisor, as well.
If you have questions related to alternative investments and how they may benefit your current investment allocations, please call or email 1650 Wealth Management at 1.800.658.9560 or firstname.lastname@example.org. You can also click here to receive our FREE Investment Guide: “How The Wealthy Invest, What They Know That You Don’t”.
1650 Wealth Management is an independent, private wealth management firm located in Miami and Fort Lauderdale, Florida. We specialize in creating and actively managing custom, comprehensive and disciplined investment management strategies, designed to grow and protect your wealth, If you have questions related to alternative investments and how they work or may benefit your current investment allocations, please call or email 1650 Wealth Management at 1.800.658.9560 or email@example.com.