Needham

November 13, 2019

Sheraton Boston Needham Hotel
100 Cabot Street
Needham, MA 20494

Register Now
10:00 a.m.

What’s New at FTJ Fundchoice/OPS and MMS Updates

FTJ FundChoice/OPS changes, including:

  • Affiliation with Orion
  • Multiple Custodians
  • New Technology
  • New Market Movement Strategies (MMS) Advised Portfolios
10:45 a.m.

CLS Direct Indexing Strategy

John Welch, CLS Investments

A review of this new tax efficient strategy on the platform.
11:00 a.m.

Strategic Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
11:45 a.m.

Tactical Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
12:30 p.m.

Diversifier Strategist Panel

Discussion amongst strategists and attendees regarding how and when to implement various strategies to best suit your clients’ needs.
1:15 p.m.

How to Attract and Retain High Net Worth Clients

Our custom SMA managers discuss how their products can be designed to help you attract High Net Worth Investors with portfolios tailored to meet their specific needs.

Register Now

Save your spot at any of our 36 events! We hope to see you there.
Register

Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.