While many have traditionally considered Wall Street the leading authority on investing and creating wealth, at Apella Capital, we believe that a majority of Wall Street firms have been historically motivated by arrogance, power and greed. Unfortunately, given this mindset, many investors have fallen victim to maladies including erroneous market predictions, excessive investment risks, complex and poorly conceived investment vehicles, as well as high fees and expenses.
During this class, we will highlight what Wall Street doesn’t want you to know, while also discussing:
• Apella’s belief in the power of partnering with a professional financial advisor
• An investment approach based on logic, not emotion
• Why we believe an academic, factor-based approach to investing offers an efficient, low-cost strategy for harnessing the power of the markets
Presented by: Peter Leppones, Financial Advisor
Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained during this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.