Registered Investment Advisor Forum – San Francisco

Registered Investment Advisor MiamiTom Balcom was invited to speak at today’s Institutional Investor RIA Investment Forum held at The Ritz-Carlton, San Francisco.  The Institutional Investor’s RIA Investment Forum is an invitation only event,  bringing together the top investment decision-makers from the nation’s leading Registered Investment Advisor firms.

Tom was asked to share his expertise in creating customized investment strategies utilizing Structured Products (alternative investments) within his client’s investment portfolio’s.   Structured Products can be utilized for both their hedging benefits, as well as for magnifying potential investment gains.

Tom Balcom and his team at 1650 Wealth Management specialize in creating customized investment strategies that include the use of sophisticated alternative investments, such as structured products.  If you have questions regarding alternative investments and how they could benefit your investment portfolio strategy, click the link to register and receive your FREE Investment Guide: How The Wealthy Invest, What They Know That You Don’t.   If you would like to set-up a 60 minute complimentary consultation to review your current investment strategy with Tom, you may contact him at 1-800-658-9560 or tombalcom@1650wealth.com.

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1650 Wealth Management is an Independent, Fee-Only, Registered Investment Advisor firm.  We are held to a higher fiduciary standard than a brokerage firm.  We are required by law to act in the best interest of our clients at all times and we put the interests of our clients ahead of our own.

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