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Building Better Portfolios – Exclusive Investment Event
Invest Like an Institution
Join Tyson Walker, Director of Portfolio Strategy at Orion, for an exclusive in-person event where he shares seven powerful investment lessons learned from evaluating tens of thousands of portfolios.
What You’ll Learn:
- Work with Professionals – Why leading institutions rely on expert guidance
- Diversification: Good; Hyper-Diversification: Bad – The risks of over-diversification
- Shun Funds When You Can – Hidden costs and inefficiencies in mutual funds
- Don’t Pay More Than You Have To – How to cut excessive fees and expenses
- Active or Passive? – Finding the right balance between strategies
- Bonds Are Your Portfolio’s Ballast – The role of fixed income in stability
- Know What You Own & Why You Own It – Transparency in portfolio management
Why Attend?
Tyson Walker is a leading investment strategist working with financial advisors to optimize portfolios using institutional strategies. His insights may help you maximize returns, minimize risks, and make smarter investment decisions.
CHOOSE THE TIME THAT WORKS BEST FOR YOU:
Tuesday, April 8th
12:30PM or 6:00PM
700 Baybrook Mall, Friendswood, TX 77546
Limited Seating - Reserve Your Seat Now!
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IMPORTANT CONSUMER INFORMATION
By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Jesse Dietz, an Investment Advisory Representative (IAR), offers services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Retirement Planners of Texas, Inc. and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Retirement Planners of Texas, Inc., Texas License #2489780 and Jesse Dietz, License #1387135.