Tom Balcom was invited to speak today at the 2nd Annual North American Structured Products Conference, held at the Westin Copley Place, Boston. Tom’s expertise in working with Structured Products, as a Registered Investment Advisor, has gained industry attention, as it is estimated that less than 10% of Financial Advisor’s or Registered Investment Advisors have experience working with these sophisticated alternative investments.
In 2005, Tom received his Chartered Alternative Investment Analyst certification and in 2008, he was awarded the Structured Product Associations LeadingEdge Advisor award for his “demonstrated superior results in using structured product investments”. Structured Products are utilized within investor’s portfolio’s for both their hedging benefits (protection), as well as for magnifying potential gains.
1650 Wealth Management specializes in creating customized investment portfolio’s that include sophisticated alternative investments, such as structured products. If you have questions related to sophisticated 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 firstname.lastname@example.org.
1650 Wealth Management is a Fee-only, Registered Investment Advisor (RIA) firm located in South Florida with offices in Fort Lauderdale and Miami. The Certified Financial Planners (CFP®) at 1650 Wealth possess over 40 combined years of experience and specialize in investment and wealth management solutions for mass affluent and high net worth individuals.