Webinar: Passive vs. Active Portfolio Management: Uncover the Strategies Behind Your Investments by Oak Harvest Financial Group

WEBINAR DETAILS

About

Have you ever wondered about the daily activities of our dedicated investment professionals? Curious to know how the Oak Harvest Investment Team sets itself apart from other Registered Investment Advisors (RIAs)? More importantly, are you interested in discovering the potential impact these distinctions can have on your investment portfolio?
Agenda
- What does the Oak Harvest Investment Team do all day?
- How is that different from other RIA’s?
- Why does that matter to your investment portfolio?
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Chris Perras, CFA®, CLU®, ChFC®

Chief Investment Officer

As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,” available...

Full Profile

Charles Scavone, CFA®

Director of Investments

As Director of Investments, Charles supports the Investment Team by bringing a disciplined, process-driven approach blending fundamental and quantitative analysis to help drive investment performance across all asset classes.

Charles completed...

Full Profile

HOSTED BY

Oak Harvest Financial Group
Helping Make Your Dream Retirement a Reality. Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

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