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Event Details
Centara Capital Money Matters Educational Series
TacBeta Presentation
Topics Include:
- Diversification: Which assets to invest in?
- Risk-Weighting: How much of an asset to invest in?
- Rebalancing: How often to adjust how much of an asset to invest in?
- Exposure: When to invest in an asset?
Presented by:
Jeff Nash
Managing Director
Date:
February 22, 2012: 10:00 a.m.-1130 a.m.
Where
Centara Capital Management Group
4747 Executive Drive
Suite 450
San Diego,
CA 92121
Hosted By
Centara Capital Group, Inc.
Centara Capital Management Group, Inc. is a boutique wealth management firm that coordinates the expertise of in-house CFP® professionals, CPAs and Attorneys to serve the distinct planning needs of affluent families. Our comprehensive goal development process enables us to construct sophisticated solutions tailored to achieve each family's unique financial and estate planning objectives.
