Event Recap: Illinois Office Open House

We were honored to show our new Illinois office to our clients, partners, and friends on July 30. We are thankful to all who attended and enjoyed the fun evening! If you were not able to join us, your advisor would be happy to give you a tour of our new home at any time. You can learn more about our new office here.

AJ Price, Neal Price, and Cory Rappaport

AJ Price, Neal Price, and Cory Rappaport

Wendy Mintzer and AJ Price

Wendy Mintzer and AJ Price

Lauren Ross and Mary Berman

Lauren Ross and Mary Berman

Joanna Hurley and her husband, Neil

Joanna Hurley and her husband, Neil

Jaclyn Simon and Betsy Wellington

Jaclyn Simon and Betsy Wellington

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (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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