Changing Times

In this week's episode of the Eagle's Nest Webcast: Taylor Leary, Keith Weinman are joined by Dave O'Rourke, president of Sofos Investments, Inc.

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Taylor Leary

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Keith Weinman

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Dave O'Rourke

With this year’s pandemic and sudden end to the longest bull market in history, Presidential Wealth Management has taken a hard look at the tools and strategies we use to guide your investments.

As you read this, there are large global trends in place that have already begun changing our lives. These trends include the aging of the developed world, the global middle class growing five times faster than the world population, the global electrification of vehicles and “the internet of everything!”

Enter Sofos Investments Inc.

Sofos takes its name from the Greek word for wisdom. It has identified 35 mature companies that have closely aligned themselves to these trends. None of these companies are start-ups. Many have no rivals in their marketing space. Most are brands that you will recognize. They are all using artificial intelligence to become dominant powers as these trends spread globally at a speed that increases every day.

Sofos is actively managed, low cost and totally liquid. It also has a component that can add a fixed income allocation with minimum risk in a proportion of your choice.

Please join us for our “Changing Times” Eagles Nest Webcast on Thursday, Sept 17, and see why it may be in your best interest to consider this exciting and timely investment opportunity.

If you are interested in learning more about Sofos, call us at 303-694-1600 or contact Dave O’Rourke by email at dave.orourke@sofosinvestments.com.

 

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