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Wealth Investment Exchange

December 31


Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers – two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Lean in and be part of the conversation. Meet one-on-one and explore how their strategies can help you grow your client’s assets. RIAs take part in a series of 16-20 twenty minute, face-to-face appointments with financial products suppliers they select to match their goals and strategies.

Wealth Investment Exchange is not affiliated with any funds, custodians or wholesalers. We are a private event management company bringing financial products suppliers and qualified RIAs together to conduct investment research and selection meetings.


December 31
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