Barry Ritholtz, Kris Venne, and I will be traveling to Texas at the end of March with planned stops in both Houston and Austin. I’ve never been to either city so I’m looking forward to this trip. Technology makes it easier than ever to communicate with people all over the place but a few times a year we at Ritholtz Wealth Management like to get out and meet with current and prospective clients and say hello to readers in different cities.
We’ll be in Texas the week of March 26th. We’ve already heard from a number of interested parties so we’ve added an extra day or so to this trip.
Here are the details via Barry:
We did a few road trips in 2016 Portland, Miami, Seattle, D.C., Toronto, L.A., etc. They are always fun, and we learn as much from investors about their issues and sentiment as they may learn from us about process and structure.
To those of you who may be familiar with our investing philosophy but want to learn how we actually manage assets, please contact us. This visit presents an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the markets, or simply discussing your own personal financial planning, give us an email or call.
Send email to Info -at- RitholtzWealth -dot- com, with the subject line “Texas!” Be sure to let us know what city you live nearest to.
Or call 212-455-9122 and ask for Erika.
Please feel free to reach out if you would like to meet with us.
A Wealth of Common Sense is a blog that focuses on wealth management, investments, financial markets and investor psychology. I manage portfolios for institutions and individuals at Ritholtz Wealth Management LLC. More about me here. For disclosure information please see here.
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