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Event Recap: Spring Cleaning / Paper Shredding 2017

  • May 10, 2017

Despite cold temperatures and blustery winds, clients and friends of Strategic Wealth Partners (SWP) came together for a Spring Cleaning ritual – disposing of sensitive documents.

SWP teamed up with Opportunity Secure Data Destruction (OSDD), a Northbrook-based shredding service which provided a mobile shred truck. We were able to collect, securely shred and recycle 3,880 pounds of documents – that’s a total of 33 trees saved!

SWP has on-going plans to hold Spring Cleaning events for clients annually on the last Saturday of April.

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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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