Opportunities for sharing knowledge and supporting our community

We host and participate in events throughout the year and urge our clients and their friends to join us. Some events are educational or social in nature, while others are charitable. Check back regularly for updates. Also, feel free to leave your feedback about any event you attend or wish to see in the future. We welcome the opportunity to make a difference in your life and our community.

Client Events

Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 27, 2018
Saturday, April 28, 2018

Our Past Events

Conference Call with David H. Jauregui, CFA
Senior Vice President, Client Portfolio Manager
Lazard Asset Management
February 15th, 2018

Conference Call with Doug Sandler, CFA
Global Strategist with RiverFront Investment Group
January 18th, 2018
Click here to listen

Conference Call with Samantha Azzarello, Vice President Global Market Strategist
JPMorgan Asset Management
November 16th, 2017
Click here to listen

Conference Call with Todd Speed, CFA, Senior Vice President, Portfolio Specialist
of Calamos Investments
September 21st, 2017
Click here to listen

Conference Call with Hersh Cohen, Co-Chief Investment Officer, Managing Director,
Portfolio Manager of ClearBridge Investments
August 17th, 2017
Click here to listen***

Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 28, 2017
Saturday, April 29, 2017

USAC Benevolent Foundation
Women's Charity Golf Tournament
Eagle Creek Golf Course
May 23, 2017

** International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets.
Price Earnings Ratio (P/E) is the price of the stock divided by its earnings per share.
The MSCI EAFE (Europe, Australia, Far East) index is an unmanaged index that is generally considered representative of the international stock market.
The S&P 500 is an unmanaged index of 500 widely held stocks.
It is not possible to invest directly in an index.
Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Past performance is not indicative of future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.
Raymond James is not affiliated with Invesco.

*** Dollar cost averaging does not assure a profit and does not protect against loss. It involves continuous investment regardless of fluctuating price levels of such securities. Investors should consider their financial ability to continue purchases through periods of low price levels.

Event Feedback

We welcome your feedback on past events, and your input for future events. Is there a particular investment-related topic you would like to see featured at one of our events? We’re always open to new ideas to help us better serve you.

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