Events

Join us for an opportunity to hear Bradford Pineault, CFA, Vice President of Capital Market Strategy at Fidelity Investments, and Glenn Robinson, CFA, Chief Investment Officer of West Financial Services, Inc.

West Financial Services offers you the opportunity to learn about the components of our “Core & Satellite” investment philosophy and dive deeper into the portfolio construction process.

West Financial Services presents our webinar that brings you “under the hood” of our customized portfolio process. Learn how our investment philosophy works together with your goals to create a portfolio to meet your financial needs.