Workshop Details

It's become an epidemic in America that many financial plans don't come to fruition.  Most investors find they need to save more or work longer to achieve their goals.  This session will dive into the case study of Onyx Bridge Wealth Group, a fast-growing RIA, and how they partner with Helios Quantitative's unique way of using holdings analysis, customized investment models, and mathematically diverse portfolio designs to help advisors seek to improve the odds of achieving a financial plan.  In addition, we'll dig into areas of the economy and markets our A.I. has identified as opportunistic or concerning.  If you're looking for a way to confidently grow your assets without relying on concentrated or gimmicky strategies, this is a session you can't afford to miss!