Business Development Specialist, Ann Vaeth
very special guests:
Chief Investment Officer, Brian Davies
Wealth Advisor and Portfolio Manager, Sam Shepherd
Portfolio Specialist and Investment Analyst, Chris Cogliano
Missed our Live Market Update on October 10? You can watch a replay here! We discuss the current status of the markets and answer all your questions in a live Q&A. Thank you to everyone who was able to tune in and submit questions. Should you have additional questions, please call us!
A special thanks to the Investment Team for joining!
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
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.
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