Working to Enhance Our Clients’ Experiences

The Shadowridge Team has been working hard at enhancing our client experiences.  After returning from two large conferences, Ryan, Laura, and Kinley are brimming with ideas to implement into the firm.

During the first week of May, Ryan and Kinley traveled to San Diego for the annual NAAIM (National Association of Active Investment Managers) Conference.  There, they attended various presentations and networking events where fellow investment managers discussed and exchanged their own ideas as well as new ways to approach investing and the industry in general.

While Laura didn’t travel quite as far to her Dallas conference, she was able to both gain additional perspectives and expand her network at the annual “Inside Retirement” Conference hosted by Financial Advisor Magazine.  This will allow her to implement new ideas into her Shadowridge daily life, as well as into a side project that she has been looking forward to begin.  The theme for the conference was “Retirement Readiness.”  Laura looks forward to using this information to better serve her clients preparing for retirement, and for those that have recently crossed the threshold.

We hope you are having a wonderful 2017!