We place a high priority on educating our clients in as many ways as possible – and we have a very special space dedicated to this. Our learning center, created in 2015 and connected to our offices, offers a place for education, reflection and interaction. The space is used to host events, meetings and webinars for the benefit of our clients as well as certain community/local groups. Our learning center fosters a sense of community and is a place where people can learn and connect in various ways.
We hold periodic client events that offer our clients the opportunity to meet our consultants or hear top financial analysts share their analysis of global and domestic economic events and insights into portfolio management.