David M. Wheat and Brian Conway of Axiom Advisors have announced their recent participation in the Cambridge Asset Allocation Platform (CAAP)® conference in Savannah, Georgia. David and Brian, hand-selected by their broker-dealer, Cambridge Investment Research, Inc. (Cambridge), to attend the exclusive, three day event featuring world-class CAAP investment strategists and speakers who provided their perspective on the markets and industry trends.
Attendees Consult with Industry Strategists
Jim Guy, Cambridge first executive vice president and chief marketing officer, stated, “The success of CAAP as a tool to attract and retain clients, as well as to provide high quality investment options to those clients, continues to grow. CAAP is the fastest growing part of Cambridge’s portfolio of fee offerings. We were excited to introduce Loring Ward as the latest addition to the strategist roster, in addition to a new offering structure from Horizon Investments, at the CAAP conference. The strong reputation and past accomplishments of these two strategist teams provide a new opportunity for our advisors to build their client and account base.” Cambridge’s Asset Allocation Platform conference featured a broad array of relevant educational sessions for advisors including: principal protection, lifetime income strategies, portfolio solutions, and socially responsible investing. Attendees were able to consult with CAAP investment strategists and industry strategists in addition to participating in active discussions with their peers. The CAAP conference is one example of Cambridge’s dedication to helping advisors learn and grow, providing opportunities for financial professionals to continually enhance their knowledge to better serve clients.
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