Meet Paul Meeks Lunch Event | Black & Blue
Join us for this exclusive luncheon with Paul Meeks, Chartered Financial Analyst, with 30 years experience and a legendary tech analyst. Paul’s a frequent guest on CNBC. Do NOT miss this rare opportunity to ask questions, meet and collaborate with the man who started and managed the world’s largest technology mutual fund franchise in the late ‘90s and early 2000s ($8 billion in stocks).
Join Paul for lunch in Western New York this October at the restaurant Black & Blue. Meeks will share his story on how he navigated the markets when the tech bubble burst, his strategy when navigating volatile markets, discuss how the political environment influences the economy, and, for those of you managing portfolios, Paul will share his Top 10 Stock picks for 2020!
For Financial Professionals ONLY.
ISWM in the Media
Economic & Markets Update | 2019 Event
Want to learn more about the recent market volatility? Get exclusive access to the ISWM Investment Committee at this years annual event in Western New York. This Economic & Market’s Update Event is open to our advisors, their clients and the general public. Take advantage of this opportunity to hear from the team with over 175 years of industry experience. The Committee will cover investment strategies, discuss market volatility, Top Stock picks and will share their insight for navigating what happens next.
This October, we hope you will join us for cocktails, appetizers and conversation at the Marriott off Millersport Hwy in Western New York. You MUST register to attend as space is limited. You may register online by selecting the “Register Today” button (right) or by calling 716.633.1515.
Our Story
At Independent Solutions, we understand that the financial advisor is the mechanic of the financial plan. We will work tirelessly in developing models that allow you and your clients to grow, protect and diversify.
We are committed to assisting you in building a more secure future. We believe it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life.
Click here to read the article “Bringing Wall Street to Main Street” featured in Fortune, Forbes, Bloomberg Businessweek & Money, for more on the Independent Solutions Wealth Management Story.
170+ Years of Industry Experience
Our Portfolios are managed by the Independent Solutions Wealth Management Investment Committee, lead by Dan Neiman, Chief Investment Officer and Partner at ISWM. The committee consists of Chartered Financial Analysts as well as Advisors that have both institutional and retail experience. Our investment committee enables the collaboration of individuals with a combined industry experience of 170 years.
Strategic Asset Allocation
We use this investment approach to give our clients the best opportunity to achieve success.
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Client Communication
We host Client Update Calls on a quarterly basis to our clients the opportunity to interact with our Investment Committee.
Investment Committee
The ISWM Investment Committee has over 170 years of industry experience to ensure our clients are in good hands.
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