Minimum Investment Amount: $10,000 – Money Concepts BD Only
Investment Objective: Seeks to provide a target total return of 2-4% consistent with preservation of capital.
Portfolio Allocation: 95% Fixed Income, 5% Cash
Type(s) of Investments: Mutual Funds
Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.
Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.
Check out our Video Library for the recording or reach out to us!