Guests:
Guests: Chris Hausman, CMT®, Sr. Portfolio Manager, Swan Global Investments
Jay Angotti, CFP®, Regional Director, Swan Global Investments
High Net Worth Investors often have specific portfolio demands that require an advanced level of customization.
Please join Swan Global Investments in a discussion around creating customized portfolio overlays through the use of options.
Key Takeaways:
Our portfolio managers and analysts are dedicated to creating relevant, educational Articles, Podcasts, White Papers, Videos, and more.
More From This Series…