Bradley Wealth’s Post

Makai recently attended the 2024 Capital Group RIA Symposium and came back with some great insights! "It was inspiring to connect with other advisors and learn about their approaches to business and portfolio management. Everyone was great, but there is no other firm doing advisory like Bradley Wealth. We are leading the way in providing immense client value, meaningful interaction and awesome team culture!" Key takeaways included: -Market outlooks and the potential role of AI -Economic policy implications on taxes, tariffs, and supply chains under a Trump presidency -Increased confidence in Capital Group’s portfolio management strategy for our own investments Excited to keep raising the bar at BW! #CapitalGroup #RIASymposium #InvestmentStrategy

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Gabriel Fairorth

Operations Analyst at Stering Investment Advisors

4mo

I enjoyed attending the conference together, Makai! Hope to stay in touch 👍

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