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Capital Markets Review for Financial Advisors

Submitted by Optimal Advisor Solutions on October 24th, 2017

Many Financial Advisors are looked to by their clients to explain market conditions.  Here is a slideshare that may be useful to distill into a high level explanation to your clients.

see slideshare now

 

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Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

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