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 Richard Duff from Redwood Investment Management.
Mr. Duff has three decades of senior investment management experience. He has led investment strategy and direction for large and small firms, with responsibility for security selection, exposure management, asset allocation positioning, process implementation, distribution teams, and framework engineering for a wide spectrum of investment management solutions. Richard’s current focus is on building out Redwood’s private credit and opportunistic programs across multiple vehicle structures.
Weaver Consulting Group is not affiliated with Redwood Investment Management 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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