Autism Speaks – North Shore Walk 2018

On Sunday, May 6th, members of the Strategic Wealth Partners (SWP) team attended the Autism Speaks – North Shore Walk at New Trier High School. SWP is proud to support the mission of Autism Speaks and serve as corporate sponsor of Team Tyler. Watch this clip from the TODAY show to learn more about Team Tyler.

Autism affects an estimated 3 million people in the United States and 70 million people worldwide. More than 90 percent of the world’s autism community lives in low- and middle-income countries with little access to autism services or support, challenged by the high cost of care, as well as stigma and social intolerance. Read more about the impact of Autism Speaks.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Investments
Building With Alternatives CAIS Webinar Featuring David Copeland
SWP Principal and Co-Founder David Copeland was a guest on the CAIS hosted webinar Building with Alternatives. CAIS is a financial technology company that provides access, education, and operational efficiency to independent wealth advisors who utilize alternative investments in client portfolios. Throughout the webinar, David shared his views on how SWP builds client portfolios with alternative strategies.  Specifically, David provides insights on alternative asset classes and investment strategies that SWP uses to meet client objectives. Additionally, he discusses the opportunities in alternatives that he is most excited about today, how to build towards a target allocation, practice management with alternatives, and common pushback from clients.
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