Ostrofe Financial Consultants, Inc. and ICON share global investment strategies at free portfolio al
Tina Vervoorn
October 07, 2011
As the saying goes, "the key to success is often the ability to adapt." On Thursday, October 27, 2011, Ostrofe Financial Consultants, Inc. and ICON will put this saying into practice when they team up to host a "global perspective" free portfolio allocation seminar designed to show investors strategies for better managing their investment portfolios.
Drew Larson, ICON Regional Vice President, and Allen Ostrofe, President of Ostrofe Financial Consultants, Inc., will speak about the importance of utilizing a "tactical asset rotation" in order to diversify ones stock portfolio and capitalize on the strengths of the global stock market.
"Thinking globally is not a new investment concept but, in our ever-changing marketplace, it is more important than ever that investors carefully consider both domestic and international opportunities," said Ostrofe. "Portfolio diversification is one of the most effective ways to minimize risk and increase efficiencies."
The practice of "global tactical rotation" takes advantage of opportunities in an actively moving market, rotating in and out of certain investments based on a risk / return evaluation.
The portfolio allocation seminar is free and open to the public but space is limited and reservations are required. For more information or to RSVP, contact Patty Lum at Ostrofe Financial Consultants, Inc.: (530) 273-4425 or patty.lum@natplan.com.
About Ostrofe Financial Consultants, Inc.
Ostrofe Financial Consultants, Inc. (OFC) located in Grass Valley, Calif., is a Registered Investment Advisory firm with the SEC providing comprehensive fee-based financial planning for individuals and businesses.
Today, with clients in 23 states, Ostrofe Financial Consultants, Inc., offering Securities and Advisory Services through National Planning Corporation (NPC), Member FINRA/SIPC, A Registered Investment Adviser, is the oldest and largest fee-based, Nevada County-based, Registered Investment Adviser (by asset size, based on research 1/11 at www.adviserinfo.sec.gov) and serves those with investable assets of $500,000 or more. OFC,
ICON and NPC are separate and unrelated companies. A proponent of long-term diversified investment strategies, the firm specializes in life and goal planning, business planning, generational planning, and estate planning, including trusts* and asset management.
OFC, Inc., a member of the Better Business Bureau, is deeply invested in the local community of Grass Valley and its environs, participating in several non-profit and educational organizations including Music in the Mountains, Friendship Club, Sierra Nevada Memorial Hospital Foundation, Nevada County Land Trust, Center for the Arts and many others.
Trusts are offered through an outside third party.
Drew Larson, ICON Regional Vice President, and Allen Ostrofe, President of Ostrofe Financial Consultants, Inc., will speak about the importance of utilizing a "tactical asset rotation" in order to diversify ones stock portfolio and capitalize on the strengths of the global stock market.
"Thinking globally is not a new investment concept but, in our ever-changing marketplace, it is more important than ever that investors carefully consider both domestic and international opportunities," said Ostrofe. "Portfolio diversification is one of the most effective ways to minimize risk and increase efficiencies."
The practice of "global tactical rotation" takes advantage of opportunities in an actively moving market, rotating in and out of certain investments based on a risk / return evaluation.
The portfolio allocation seminar is free and open to the public but space is limited and reservations are required. For more information or to RSVP, contact Patty Lum at Ostrofe Financial Consultants, Inc.: (530) 273-4425 or patty.lum@natplan.com.
About Ostrofe Financial Consultants, Inc.
Ostrofe Financial Consultants, Inc. (OFC) located in Grass Valley, Calif., is a Registered Investment Advisory firm with the SEC providing comprehensive fee-based financial planning for individuals and businesses.
Today, with clients in 23 states, Ostrofe Financial Consultants, Inc., offering Securities and Advisory Services through National Planning Corporation (NPC), Member FINRA/SIPC, A Registered Investment Adviser, is the oldest and largest fee-based, Nevada County-based, Registered Investment Adviser (by asset size, based on research 1/11 at www.adviserinfo.sec.gov) and serves those with investable assets of $500,000 or more. OFC,
ICON and NPC are separate and unrelated companies. A proponent of long-term diversified investment strategies, the firm specializes in life and goal planning, business planning, generational planning, and estate planning, including trusts* and asset management.
OFC, Inc., a member of the Better Business Bureau, is deeply invested in the local community of Grass Valley and its environs, participating in several non-profit and educational organizations including Music in the Mountains, Friendship Club, Sierra Nevada Memorial Hospital Foundation, Nevada County Land Trust, Center for the Arts and many others.
Trusts are offered through an outside third party.
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