The Science of Financial Success
January 25th, 2024 | 11:30 a.m. Central
Join our introductory webinar to learn how we can help clients.
What is Evidence-Driven Investing™, and how can it positively impact the performance of your portfolio?
In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shares how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create tailored portfolios, built to both seize opportunities and weather the storms of your financial life.
Discover how Buckingham’s evidence-driven approach and sound investment fundamentals can help you reach your financial goals, objectives and aspirations. Kevin will be answering your questions live during the webinar. Join the conversation by registering today!
Kevin Grogan, CFA, CFP® | Chief Investment Officer
While it sounds like Kevin's job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.
Don Rochleau, CFP® | Director of Client Development
Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.