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Financial Planning Workshops

Investor Education in Your Community

New live programs coming to the Denver area soon!

Free, non-commercial financial planning events, including small group workshops.

Stay tuned for dates, locations and more information.
Scott Welch, CIMA, Fortigent, LLC. This week's featured expert is Scott Welch, CIMA, Senior Managing Director at Fortigent, LLC.

In this series, Mr. Welch discusses the benefits and/or disadvantages of Modern and post-Modern Portfolio Theory in this new economy.

The main principles of Modern Portfolio Theory are prudent asset allocation, appropriate diversification, and “optimization” of the risk and return in investment portfolios.

To learn more about investing, money management, and retirement planning, see
Wise Investing for additional useful publications.
Scott Welch, CIMA
Fortigent, LLC.