Office News
MARKETS AT A GLANCE Click above for current market information
2008 Securities America Masters Forum Don recently attended the Securities America Advanced Advisors Conference at the University of Chicago. Don attended the Advanced Advisors Conference to increase his knowledge of the Symmetry strategy, including the importance of financial science and engineered asset allocation in portfolio construction. The presenters were a variety of asset management professionals from Symmetry as well as some of the most respected investment professionals and academics affiliated with Dimensional Fund Advisors, a mutual fund manager renowned as a pioneer in introducing asset class strategies.
Maine Office Hours Don has added new office hours in York, ME. He will be available on
New Client Resource We are pleased to announce a new and exciting resource available to our clients called Albridge Wealth Monitor. Albridge Wealth Monitor is your source for consolidated account information. Wealth Monitor Financial Statements allow you to easily consolidate and organize your investment accounts and view an in-depth report summarizing your financial holdings. Access WealthMonitor Financial Statements anytime from anywhere in the world through this link https://wm.mainaccount.com/ .
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New England Wealth Advisors
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