Annex University
Annex Wealth Management has always been committed to client growth and education. Because these are not sales presentations, our clients benefit from a truly informative experience.
Perspectives, Policies & Positioning
Wednesday, January 15th @ 2:00 – 3:00 PM CST
· We’ll walk clients through the QIO – released a few weeks before – and then field your questions using the most updated data available.
· We’ll review the 3 biggest questions the Annex Investment Team hears
· We’ll discuss how policy and the Fed may impact portfolios
· Overview the Annex Investment Team’s philosophy
Make sure to review your QIO and be ready to ask your questions!
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
