CONFERENCE CALL ARCHIVES
Weaver Consulting Group is family-run business led by CRPC-Certified Advisors in Huntington Beach, CA. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream — from early retirement to “unretirement”—and every phase of the market cycle.
This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Weaver Consulting Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns.
Our guest speaker is Amanda Rehmann from American Century Investments.
Amanda Rehmann is an Associate Client Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s Kansas City office. Amanda is a member of the Multi-Asset Strategies discipline and is responsible for communicating investment strategies and results to the firm’s clients and consultants. Previously, Amanda held this same role supporting the Global Growth Equity discipline.
Prior to that, she was also a Senior Analyst in the Client Portfolio Management group, where she supported the Global Growth discipline and served as an ESG specialist. Prior to joining the firm in 2019, Amanda was an Investment analyst with Aspyre Wealth Partners. She has worked in the industry since 2012.
Amanda holds a bachelor's degree in Banking and Finance, Investment Science and Portfolio Management from the University of Nebraska at Omaha and a master’s degree in Investment Management and Financial Analysis from Creighton University.
Weaver Consulting Group is not affiliated with American Century and/or their associates.
DIAL-IN INFORMATION
Every 3rd Wednesday of the month
1:00 PM – 1:30 PM
Phone Number: (714)509-0165
Access Code: 340581
Weaver Consulting Group is not affiliated and/or associated with any company mentioned on these conference calls. Weaver Consulting Group is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Weaver Consulting Group and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Weaver Consulting Group unless a client service agreement is in place.
Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with our firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.
We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. Every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. Each individual has specific goals we must take in to account when creating and managing their portfolio. We individualize every relationship to create a community of confident, informed and inspired retirees.
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