The Joseph Group

Portfolios at Your Place – September 17, 9AM

September 17, 2020

Portfolios at Your Place – Thursday, September 17, 9AM


Why is That Fund/ETF in my Portfolio?

Every fund or ETF we hold in our clients’ portfolios is more than just a line item on a statement. Join us as CEO/Chief Investment Officer Travis Upton interviews Portfolio Manager Alex Durbin. Alex will go through each of our five core objective-based strategies to talk about his favorite funds and the thesis for why we own those funds in our clients’ portfolios.




Columbus, OH 43215