Austin! Houston! We’re Coming!

Attention Austin and Houston, Texas:

The Ritholtz Wealth Management team is coming to town at the end of March. On hand will be our CIO and Chairman Barry Ritholtz, Kris Venne, director of financial planning and Ben Carlson (A Wealth Of Common Sense), who heads up our institutional asset management business.

We’re in town to see clients and take meetings with prospective clients. After Barry made the announcement, our inbox lit up with interested potential clients, so we’ve decided to expand the trip to four days.

If you’d like to get on the calendar to get together with us and discuss your portfolio / financial plan, now is the time!

Details via Barry:

We did a few road trips in 2016 Portland, Miami, Seattle, D.C., Toronto, L.A., etc.  They are always fun, and we learn as much from investors about their issues and sentiment as they may learn from us about process and structure.

To those of you who may be familiar with our investing philosophy but want to learn how we actually manage assets, please contact us. This visit presents an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the markets, or simply discussing your own personal financial planning, give us an email or call.

Send email to Info -at- RitholtzWealth -dot- com, with the subject line “Texas!”  Be sure to let us know what city you live nearest to.

Or call 212-455-9122 and ask for Erika.

We hope to see you there!

 

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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