NEW YORK, June 23, 2016 /PRNewswire/ -- In addition to their menu of financial, tax planning, and investment services, the highly-regarded investment and management firm of Gerstein and Fisher demonstrates an ongoing commitment to educating clients and demystifying the investment process. In the coming months, the firm will be offering a two-part educational series entitled, "Basics of Investing."
The sessions, held at their 565 Fifth Avenue office in Manhattan, are open to all but do require an RSVP as space is limited. Facilitated by Gerstein Fisher Investment Strategy Group members Andrew Tanzer, CFA, and Chris Meeske, MBA, the topics covered in these workshops will include:
Session One (Tuesday, July 12th or Wednesday, August 10th
Why we invest
Principles of building wealth
Thinking about risk and return
Asset classes: bonds, stocks, alternative investments
Session Two (Wednesday, July 13th or Thursday, August 18th)
Principles of bonds, stocks, and alternatives
The case for diversification
Constructing a portfolio
Taxes, costs, and investor behavior
All sessions run from 5:30 to 7:30 pm with networking and refreshments from 5:30 until the workshops' prompt start time of 6:00 pm.
"The workshops are basic enough that new investors will be able to follow and learn a great deal, but broad enough that seasoned investors will also benefit from brushing up on these concepts," explains Tanzer. As a member of the Investment Strategy Workgroup at Gerstein Fisher, Tanzer works directly under the guidance of the firm's Chief Investment Officer Gregg S. Fisher, who founded the firm in 1993. The team oversees portfolio management, risk management, research, investment technology, trading, and more.
"We are really looking forward to this workshop series," Tanzer says, "Gerstein Fisher places a very high premium on research and education, and we want the clients we work with to be as informed as possible. But it takes a lot of time and energy to stay on top of all the latest research and information. This is a way we can share the most important points in a personal and interactive forum."
Consistently ranked in the annual Barron's Top 100 Financial Advisors List, Gerstein Fisher has been providing individuals, institutions, and families with investment management and advisory services for over two decades. Taking an integrated, multi-factor approach, the firm's investment philosophy is rooted in research and best practices, which are showcased in their Research Center.
Individuals interested in attending this summer's Basics of Investing series should RSVP at their earliest convenience. To learn more about Gerstein Fisher and the services the firm provides, visit their website or contact them by phone at (212) 968-0707. The firm is also active on Facebook, Twitter, and Google Plus.
This is a publication of Gerstein Fisher & Associates, Inc. an SEC registered investment adviser. A copy of our written disclosure statement discussing the scope of our services, fees and conflicts is available upon request or at www.GersteinFisher.com. Please remember that different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Gerstein Fisher) or any investment-related or financial planning consulting services will be profitable, or prove successful. Past performance is not an assurance of future results. This is not to be construed as an offer to buy or sell any financial instruments.
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SOURCE Gerstein Fisher