Rivkin has partnered with Mason Stevens to bring our clients a new way to invest across a range of risk profiles without compromising flexibility, diversification and performance.
In this session, our Portfolio Manager, James Woods, will guide you through our new range of Separately Managed Accounts (SMAs), partnered with Mason Stevens, designed to simplify the investment process, provide professional management, and give you confidence in your financial future.
This webinar will cover the following topics:
- What Are Separately Managed Accounts (SMAs)?
- How Rivkin’s Portfolios Are Built and Managed
- Understanding Risk Profiles: Conservative to High Growth
- Transparency, Control & Flexibility with Mason Stevens
- How Managed Portfolios Fit Into Your Financial Plan
- Q&A – Your Investment Questions Answered
Download our Free Factsheet Document by clicking here.
Disclaimer: While Rivkin Wealth Advisors, ABN 56 612 316 202, AFSL 551201, can offer personal financial advice, no guarantee can be provided that projections or estimates will occur. Actual results may be materially different from projections or estimates. Additionally, past performance should not be relied upon as a forecast of future performance. Our investments and services may not be suitable for all investors. If you have any doubts as to the merits of an investment, you should seek advice from an independent financial advisor.
