Keynote Presentations

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 introduce how Onyx Bridge Wealth Group, a fast-growing RIA, partners with Helios Quantitative's portfolio design and A.I.-enhanced analytics capabilities. In addition, we'll quickly preview some areas of the economy our AI has identified as opportunistic or concerning.