Economic Review and Tactical Investing Seminar in Leawood, Kan.

Tuesday, September 02 at 08:05 AM
Category: Arvest Community News

You are cordially invited to join us for hors d’oeuvres, drinks and helpful investment information on Thursday, Sept. 18, 6-7:30 p.m. Meet us in business casual at the Bristol Seafood Grill located at 5400 W 119th St., Leawood, Kan. Please R.S.V.P. by Sept. 12 to Beau Crowder at (913) 279-3348 or R.S.V.P. required due to limited seating.

The presentation will include an economic review and information about tactical investing presented by Clay Nickel (CPM®, Investment Management Group, Portfolio Manager) and Jeff Wilson (Portfolio Advisor, Hays Advisory).

Clay serves as a Fixed Income Portfolio Manager for private and institutional clients of Arvest Asset Management. Additionally, Clay is co-lead manager of the Investment Management Group’s Strategic Model Portfolios and has served as the lead manager for the Investment Management Group Adaptive Portfolio Strategy. Prior to joining Arvest in 2010, Clay was a portfolio manager for a large community bank and managed a $300 million investment portfolio for high net worth individuals and institutions. Clay is a graduate of Wichita State University. Additionally, he has completed Columbia University’s Academy of Certified Portfolio Management. Clay is also a member of the Chartered Financial Analyst Institute and the Kansas City Society of Chartered Financial Analysts. Kansas Insurance License # 6124188.

Jeff joined Hays Advisory in 2004, and has an extensive background in the financial industry. Prior to joining Hays Advisory he was employed by UBS Financial Services in Nashville, Tenn., where he worked as a financial advisor. During his time at UBS, he also facilitated stock transactions for corporate insiders as regulated under SEC rule 10b5-1. At Hays Advisory, Jeff works with financial advisors across the country educating them on the Hays investment process.

Investment products and services are provided by Arvest Investments, Inc., doing business as Arvest Asset Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank.

Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates
Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Tags: Financial Education, Investing, Kansas, Kansas City
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