Events

Join West Financial Services 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 Wes Financial Services, Inc.

Join Charles Schwab’s Washington Insider, Michael Townsend, for an entertaining and informative discussion on how policy and political developments in Washington are impacting the markets. Mike will discuss the latest developments on economic legislation, taxes and retirement savings, as well as the top regulatory proposals that could affect individual investors. He will also preview November’s midterm elections, focusing on what the outcome could mean for the markets and key policy issues.

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.