Embracing Uncertainty: Insights from the Investor Symposium

On this episode of THE FINANCIAL COMMUTE, host Chris Galeski invites CEO Jeff Sarti to recap the Investor Symposium and looks ahead to Morton’s future. 

Firstly, Jeff and Chris address the Israel-Hamas war and its potential impact on global markets. Jeff emphasizes the importance of diversification in building resilient portfolios to weather unforeseen events like this. 

Last Thursday, we delved into the different funds and strategies that strengthen and diversify our clients’ portfolios at the Investor Symposium. Morton advisors, fund managers, and other external speakers discussed investment and financial planning topics like how to raise financially savvy kids, the possibilities and pitfalls of artificial intelligence, Bitcoin/cryptocurrency, and how to handle financial disagreements with one’s spouse. 

To close the symposium, Jeff and Meghan Pinchuk, our Chief Investment Officer, announced our plans to form our own fund with the goal of democratizing investments and expanding access to diversification. Stay tuned for more updates on this process! We would like to thank everyone who attended the conference and hope the sessions were helpful to you.

Disclosure: Information presented herein is for discussion and illustrative purposes only. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. These views are not intended as a recommendation to buy or sell any securities, and should not be relied on as financial, tax or legal advice. You should consult with your financial, legal, and tax professionals before implementing any transactions and/or strategies concerning your finances.