Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

Join Us At

Ruth’s Chris Steak House in Alpharetta:
11655 Haynes Bridge Rd., Alpharetta, GA 30009
Refreshments and hors d’oeuvres will be served.

Complimentary Event:
“Actively Managed Money, Explained.”

Thursday,
September 7th
12pm and 6pm

We are sorry, this event has been cancelled.

Topics of Discussion:

2022 Market Recap

Market Analysis Going Forward

Navigating the Stock Market & Inflation in Uncertain Times

7 Keys to Building a Strong Portfolio

Our Special Guest Speaker: Tim Holland, CFA

Tim Holland is the Chief Investment Officer – OCIO, where he consults with Orion’s largest customers growing their firms through Orion’s

OCIO services. He joined the Brinker Capital team as Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Tim has over 20 years of investment experience.

Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder.

Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.

We will be discussing:

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

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