Space is Limited

Apply for an invitation to save your place.

Attendance at Institutional Investor Forums’ RIA Investment Forum is by invitation only. Those who are qualified to attend will be asked to pay a token fee of $295 to cover the costs of their materials and on-site expenses. In return, attendees will be presented with an incomparable opportunity to share insights and experiences with their peers and to learn from some of the top asset managers in the country. Attendees will leave with the information they need to offer their clients clearly articulated, superior investment strategies that meet their unique objectives.

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

Evolving Asset Allocation

Institutional Investor Forums’ RIA Investment Forum will focus on the investment strategies that advisors like you must understand to meet your clients’ needs. Each day and a half Forum will provide you with the information to make appropriate recommendations to your clients and compete for assets. After the success of our inaugural Forum this past June, we are pleased to announce we are adding a West Coast forum in October 2012.

Advisory Board (to date)

Jerry A. Miccolis, Principal and Chief Investment Officer, Brinton Eaton, Madison, NJ
Palmer P. Garson, Managing Director, Cary Street Partners, Richmond, VA
Jeffrey R. Thompson, Senior Vice President/Portfolio Manager, W.E. Donoghue & Co., Inc., Norwood, MA
Scott Orr, Principal, Founders Capital Management, Houston, TX
Richard Lesan, Chief Executive Officer & Chief Investment Officer, Frontier Advisors, LLC, McClean, VA
Ryan R. Wyllys, Vice President, Kovack Advisors, Inc., Ft. Lauderdale, FL
Lori Van Dusen, Principal, LVW Advisors, Pittsford, NY
Gary P. Henson, Chief Investment Officer, Mariner Wealth Advisors, Leawood, KS
Charles E. Thoele, Managing Director, Robertson Griege & Thoele, Dallas, TX
R. Thomas Manning, Jr., CFA, President and Chief Investment Officer, Silver Bridge Advisors, Boston, MA

Space is Limited

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

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Questions?

Evolving Asset Allocation

Advisory Board (to date)