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VIDEO LECTURE: "How to Build a Diversified Investment Portfolio"

 

Please click on the following link to watch the lecture titled "How to Build a Diversifed Investment Portfolio" by Nicholas E. Terezis, CFA

http://www.mstrategic.com/News/lectures.asp

 

Author: Nicholas Terezis

Nicholas E. Terezis, CFA, MBA is the founding partner of Marathon Strategic Advisors, LLC, and has acted as the company's President since its inception in 1999. He is a seasoned Fee-Only investment advisor with over 15 years of experience in the investment management and financial services industry. Mr. Terezis graduated from Carnegie Mellon University with a B.S. in Economics and Management, received his MBA from Columbia Business School, and has achieved the CFA designation.
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Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Public Pension Funds
  • Taft-Hartley Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management