This video introduces CEA Wealth Management’s new company website and its improved capabilities and resources for Investors. It is much more user-friendly and intuitive and introduces Tools and Insights that make clients smarter about their investments and planning.
Transcript:
Hi, I’m John Leroux, president and founder of CEA Wealth Management.
I’m here to introduce the website 2.0.
We are in the process of trying to give more content to clients and prospects so that they may have the opportunity to find out more about who we are.
I’ve been in the business for 30 years.
I’ve been one to use asset allocation, which is a process by which Markowitz started in the 60s, but over years has been perfected via mathematics.
In order to build a proper portfolio, we need to have people’s ideas.
By having their ideas and understanding of what risk is and what it is to them, we could then build a portfolio that’s tailored to their particular needs.
Our independence by being associated with Investia helps everybody to get better potential.
Because of our independence, we can search and scour the market to find the best investments.
The research that we have coupled with our ability to put together portfolios that allow you to sleep at night, give us a competitive advantage.
Disclaimer:
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by John A. Leroux, an Investment Funds Advisor with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc.
