hosted by: Business Development Specialist, Ann Vaeth
guests: Chief Investment Officer, Brian Davies CFA®; Portfolio Manager and Wealth Advisor, Sam Shepherd; and Analyst, Dillon Russo
Meet our investment team!
In this week’s commentary, Brian Davies, Sam Shepherd, and Dillon Russo discuss our investment management process including market research, portfolio construction, and portfolio monitoring and updates.
Tune in to see how our investment team works for you!
As always, please reach out to the team with any questions you may have. We look forward to hearing from you.
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.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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.
Tracking #: 1-05127845