Town Hall Meeting in Tulsa, Okla. on Nov. 10

Wednesday, October 19 at 05:35 AM
Category: Arvest Community News

We cordially invite you to our semi-annual Town Hall Meeting in Tulsa, Okla., on Nov. 10, 2016, 10 a.m. – 11 a.m. Arvest Wealth Management’s Clay Nickel will discuss an economic review, interest rate environment, bond market outlook, equity markets and overriding themes in 2016. The event will be hosted at 5120 S. Garnett in Tulsa.

Please R.S.V.P. by Nov. 5 to Jennifer Kating at jkating@arvest.com or (918) 384-2726. 

About Clay Nickel, CPM®

As Director of Investment Strategy, Clay is responsible for the development and oversight of the Investment Management Group (IMG) product line and serves as the main spokesman for IMG and the AWM portfolio management team with customers, prospects and advisors. Clay serves as IMG’s asset allocation specialist for both our IMG and Trust portfolios, and provides critical research support on mutual funds, ETFs and outside managers, as well as serving as an important resource for AWM’s Regional Investment Officers and Client Advisors. Clay is an integral member of AWM’s portfolio management team and overall money management effort. Previously, Clay served as a Fixed Income Portfolio Manager for private and institutional clients of Arvest Wealth Management and as the Lead Manager for the IMG Adaptive Portfolio Strategy. He continues to serve as Co-Lead Manager of the IMG Strategic Model Portfolios. Clay is also a member of the Chartered Financial Analyst Institute and the Kansas City Society of Chartered Financial Analysts.

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: Community Support, Oklahoma, Tulsa
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