hosted by: Business Development Specialist, Ann Vaeth
special guest: Chief Investment Officer, Brian Davies
Welcome to Market Commentary with our guest, CIO Brian Davies. In this week’s commentary we explore risk management in the context of the current low interest rate environment. Enjoy!
Disclosures:
Data Sources: FactSet
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
Securities offered through LPL Financial, member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.
Additional information, including management fees and expenses, is provided on Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
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