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Investment Professionalism

On February 6, 2020 I spoke as a panelist at the New York RIA Summit. The project was designed to facilitate in-depth conversation between peers on investments, operations, and management of an Investment Advisory. My panel discussed technology solutions for investment management, including methods Registered Investment Advisors use to adapt to the world of automation and data. We considered which solutions are here to stay, and what trends are fleeting.


https://www.riasummits.com/newyork/


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Samachson Wealth

215-300-4543

668 Stony Hill Rd Yardley, PA 19067

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Harvey Samachson is an investment advisor representative of Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

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