Gabe Hathorn, CIMA®️, Senior Regional Director

Kevin Scully, CFA, Director, Investments, Portfolio Manager

The Strategies are designed to help financial advisors solve one of the biggest portfolio challenges—determining the right, dynamic allocation to U.S. vs. International equities. This session will explore how momentum-driven Geo Momentum strategies can potentially affect portfolio performance, manage risk over time, and identify shifts between U.S. and International outperformance. 

Key Takeaways:

✅ Understanding the fundamentals of this momentum-based investing strategy 

✅ How dynamic geographic allocations can create new growth opportunities

✅ Practical insights for integrating Geo Momentum strategies into client portfolios

✅ 3 major ways to implement: Panoramic funds, PrecisionCore ETFs, or Index ETFs

Whether you’re looking to refine your investment approach or discover new ways to optimize client portfolios, this webinar will equip you with actionable insights to stay ahead in a rapidly evolving market.

FOR FINANCIAL PROFESSIONALS ONLY