Setting Your Firm Apart with an Investment Edge

Over the course of this day and a half program, investment decision-makers from the larger RIAs will discuss how they are selecting managers, choosing strategies, managing risks, and offering products to meet their clients' needs, provide added value, and set themselves apart within an increasingly crowded market. With a delegate-driven agenda guided by our Advisory Board of their peers, principals from independent, fee-based registered advisory firms will discuss the investment solutions that best meet their clients' unique investment objectives and risk tolerances.

The forum agenda is being developed under the guidance of an Advisory Board of your peers, the top RIAs in the nation.

Forum Chairperson

Angela Raitzin, Principal, Constellation Wealth Advisors LLC

Advisory Board to Date

Austin M. Poirier, Senior Investment Advisor, Ballentine Partners, LLC
J. Scott Miller, Jr., Managing Director and Chief Investment Officer, Blue Bell Private Wealth Management, LLC
Arthur J. Meizner, Director, Hooker and Holcombe Investment Advisors, Inc.
Gary P. Henson, President, Mariner Holdings
Thomas Chapin, Principal and Chief Investment Officer, Mill Creek Capital Advisors, LLC
William Hornbarger, Chief Investment Officer, Moneta Group Investment Advisors LLC
Ira G. Rapaport, Managing Member & Chief Executive Officer, New England Private Wealth Advisors, LLC
Tony J. Proctor, President, Proctor Financial, Inc.
Barbara J. Raasch, Principal and Co-Founder, RCL Advisors, LLC
Jeffrey J. Phillips, Principal, Chief Investment Officer & Director of Operations, Rehmann Financial
Kreighton Bieger, Director of Research and Senior Portfolio Manager, Sargent Bickham Lagudi