WASHINGTON, March 12, 2012 /PRNewswire/ -- Monument Wealth Management, an independent investment management and private wealth planning firm, announced that Tim MicKey, one of its Managing Directors, recently served as a panelist at the Seventh Annual Western Non-Traded REIT Industry Symposium in Dana Point, California. Organized by the Information Management Network, the event is the largest of its kind in the West Coast, and brings together leaders across top companies to discuss industry opportunities and challenges.
At this conference, Mr. MicKey provided the financial advisor's perspective on panels comprised of senior executives discussing best practices for performance measurement as well as the advertising, marketing and sale of non-traded REITs.
Summarizing his comments at the conference, Tim MicKey said, "Today's non-traded REIT industry is a fast-evolving sector that is similar to where the mutual fund industry was 20 years ago. There are significant opportunities within this space for financial advisors to generate solid returns on behalf of investors, but only when advisors are provided with full information, superior training and enhanced education on all available products. In no small part, this is due to numerous structural changes and associated costs that occur on a regular basis with non-traded REIT products."
Mr. MicKey concluded, "I believe my role at industry events such as these is to serve as a voice for financial advisors in support of continued improvements in educating advisors and the public on non-traded REITs. There is no question that financial advisors are the gatekeepers to the investing public when it comes to non-traded REITs, and it's therefore critically important for us to positively influence this space, to the benefit of our end-investor clients."
About Monument Wealth Management:
Monument Wealth Management is an independent Investment Management and Private Wealth Planning firm in the greater Washington, D.C. area. The firm specializes in creating and executing on highly customized financial plans and investment strategies for high net worth individuals and families across the nation.
Recognizing that ideas come in all shapes and sizes,, Monument Wealth Management's guiding motto is "We Believe in Being Different." Our culture is designed to cultivate the creative, deliver the unexpected and celebrate your inspiration.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendation for any individual. To determine with investment(s) may be appropriate for you, consult with your financial advisor prior to investing. Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.
SOURCE Monument Wealth Management