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Spertus Community Networking Night

  • May 10, 2018

Strategic Wealth Partners is proud to support the mission of the Spertus Institute for Jewish Learning and Leadership by sponsoring the Community Networking Night. Tom Buhrmann, CIMA® attended this annual event that brings together 200+ professionals and board members to network, celebrate accomplishments and learn.

Spertus Institute offers dynamic learning opportunities, rooted in Jewish wisdom and culture and open to all. These opportunities are designed to enable personal growth, train future leaders, and engage individuals in exploration of Jewish life.

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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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