Semi-Annual

Economic & Markets Update

Live VIRTUAL Event

06.17.20

Days
Hours
Minutes
Seconds

Semi-Annual

Economic & Markets Update

Live VIRTUAL Event

06.17.20

Days
Hours
Minutes
Seconds

17

June 2020

Independent Solutions Wealth Management invites you to join a virtual even with Independent Solutions Wealth Management Founders Glenn Wiggle and Michael Lomas, Dan Neiman of Neiman Funds, Paul Meeks, CFA, John Thurs, CFA, David Mariacher, portfolio manager of the All Cap Growth Model, and Michael Zimmer, COO at Independent Solutions Wealth Management.

Typically this event is hosted in person near our Headquarters in New York. Due to the limitations COVID-19, we are hosting our Summer Economic & Markets Update Event LIVE via Webinar! You are now able to stream this event from the comfort of your own home. Be sure to register before the deadline. This semi-annual event is one you do NOT want to miss.

In this 1 hour 30 minute event, you will hear from several key speakers covering various topics in the industry.

-Insight on the recent market activity. 
-Learn about the current state of the economy.
-Discuss investment strategies and forecasts.
-Portfolio management

With over 180+ years of combined investment experience, you will come out of this event knowing more about the recent market volatility.

Typically this event is hosted in person near our Headquarters in New York. Due to the limitations COVID-19, we are hosting our Summer Economic & Markets Update Event LIVE via Webinar! You are now able to stream this event from the comfort of your own home. Be sure to register before the deadline. This semi-annual event is one you do NOT want to miss.

In this 2 hour event, you will hear from several key speakers covering various topics in the industry.


-Get insight on the markets. 
-Learn about the current state of the economy.
-Discuss recent market activity, strategies, and forecasts.

With over 180+ years of combined investment experience, you will come out of this event knowing more about the recent market volatility.

17

June 2020

As Seen On

180+ Years of Combined Experience
GROW. PROTECT. DIVERSIFY.
MEET THE FOUNDERS & SPEAKERS

Glenn Wiggle

Licensed in 1996, Glenn always had a vision of how the industry should be. He has contributed to the growth and development of the company and its portfolios. Glenn’s many media appearances include the Wall Street Journal, NBC, ABC, CBS, WFTL, WBEN, WHAM & more.

Michael Lomas

Licensed in 1997, Mike launched now consults on the ISWM DOW Dividend portfolio. In 1999, he partnered with Glenn Wiggle launched the #1 Talk Radio Show in Western New York. Mike is an established business leader and popular conservative political commentator.

Dan Neiman

Licensed in 2000, Dan manages many mutual fund portfolios including the Neiman Large Cap Value Fund, and, the Neiman Opportunities Fund. His extensive knowledgeand expertise has led to many media appearances on CNBC, Bloomberg Radio, & more.

Committee Members

Paul Meeks, CFA

Perhaps best known for managing the largest technology stocks mutual funds franchise during the dot-com bubble, Meeks brings years of research, equity analysis and portfolio management to the team. He has appeared on CNBC, MSNBC, Bloomberg, TedTalks, & more. As a frequent guest on CNBC, he’s referred to as “Top Tech Investor” and a “Platinum Portfolio Manager”.

John Thur, CFA

John has spent many years as a research analyst, portfolio manager and trader in the Equity and Fixed Income securities markets. John established the Growth at a Reasonable Price (GARP) portfolio and acts as the lead portfolio manager. He is a member of the CFA Institute and previous president of the CFA Society of Buffalo.

David Mariacher

Licensed in 1994, David acts as the lead portfolio manager of the All Cap Growth Model. He makes frequent guest appearances on WBEN, WFTL, WHAM, iheart radio, and ABC’s Money Talks, to comment on the latest market news and offer his professional insight.

Michael Zimmer

Michael’s many years of investment management experience, and, Masters in Finance, make him a valuable member of the committee. He also acts as the Chief Operations Officer at ISWM. Michael has made guest appearances on WBEN, WFTL, WHAM and the TV show “Money Talks”.

Media

The Investment Committee members are frequently interviewed on nationally recognized media networks for their knowledge and expertise in the investment world. 

Access

Explore the various market commentary columns, and Committee Call archives for a look at how ISWM works to keep clients and an financial professionals informed. 

Opportunities

Independent Solutions understands the various types of investors and how your needs and goals vary based on your overall portfolio. We have solutions for both accredited and retail clients. 

Independent Solutions Wealth Management is an SEC Registered Investment Advisory firm. 305 Spindrift Drive, Williamsville, NY 14221.