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.
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.
The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in...