Investment Practices for Navigating Volatile Markets

Recent years have reminded us all of how volatile the markets can truly be.

Join us on Wednesday, August 17th at 11:00 am PT for an insightful webinar featuring nationally recognized speakers Peter J Wall and Bryan Kreitzberg discussing how to weather periods of uncertainty in the marketplace. 

Key points of discussion for this 60 minute webinar will include:

• Views on portfolio risk and market volatility
• Timely topics like inflationary pressures, interest rates, and fad investments
• Best practice tips

Meet your hosts

Peter J. Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link Financial Advisors, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).

Bryan Kreitzberg, CFA, is a Portfolio Manager at True Link Financial Advisors. Mr. Kreitzberg is a CFA charterholder and member of the CFA Society of Colorado. He has 18 years of experience in the financial services and investment industry. Prior to joining True Link Financial Advisors, he spent nine years as an Investment Manager with BOK Financial Private Wealth. He has experience managing investments for a broad array of customers including special needs trusts, conservatorships, high net worth individuals, trusts, fiduciaries, and family foundations. He earned his Bachelor of Science degree in Business from Montana State University and an MBA from the Kelley School of Business at Indiana University. 
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CFA®: A chartered financial analyst (CFA) is a globally recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. It has the highest level of global legal and regulatory recognition of finance-related qualifications. Charterholders are required to pass three levels of examinations which cover a considerably wide range of topics relating to advanced investment analysis, security analysis, statistics, probability theory, fixed income, derivatives, economics, financial analysis, corporate finance, alternative investments, and portfolio management, and provides a generalist knowledge of other areas of finance. CFA charterholders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more. 

Investment Advisory Services are provided through True Link Financial Advisors, LLC, (the “Adviser”) an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and wholly-owned subsidiary of True Link Financial, Inc. (“True Link Financial” and, together with the Adviser, “True Link”) Registration with the SEC does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC. 

Investment Management Services are provided through True Link Financial Advisors, LLC, (the “Adviser”) an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and wholly-owned subsidiary of True Link Financial, Inc. (“True Link Financial” and, together with the Adviser, “True Link”) Registration with the SEC authorities as a Registered Investment Adviser does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC. Adviser only provides investment management services upon entering into an Investment Advisory Agreement (IAA) with a client. With respect to pooled trust clients, upon entering into an IAA, the client is the trust; beneficiaries of the trust are not investment advisory clients of Adviser; Adviser is not the investment manager to the beneficiaries of the trust. Nothing contained on this herein should be considered an offer to sell or a solicitation to buy any securities. Non-deposit investment products and trust services offered by True Link Financial Advisors are not insured or guaranteed by the FDIC or any other government agency, are not obligations of any bank, and are subject to risk, including loss of principal. True Link Financial, Inc. provides the trust administration software and record-keeping platform as well as the True Link Visa prepaid card. 

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