Hotaling Hosts October Seminar, “Understanding and Optimizing Your Equity and Fixed Income Investments”

Understanding and Optimizing Your Equity and Fixed Income Investments

Tuesday, October 6, 2015, 6 – 7:30pm

Radnor Memorial Library, Winsor Room


  • Worried you will outlive your assets?
  • Looking for ways to grow your investments?
  • Seeking income from your investments as you prepare for retirement?

Simply looking over your monthly statement of assets doesn’t necessarily tell you if your investments are properly balanced to give you the growth or income you need to accumulate wealth or if you are prepared to retire and live off the income.

Join Hotaling Investment Management’s expert portfolio managers for an unprecedented opportunity to learn how to research and evaluate stocks and bonds and how they can be used together in your portfolio of investments to give you optimal return.

Bruce T Hotaling, CFA and Managing Partner: As a Chartered Financial Analyst, Bruce holds one of the highest professional credentials achievable in the financial services industry. With over 25 years of experience, he is highly skilled at designing and managing distinct equity and fixed-income investment portfolios using traditional and quantitative research and analysis. Hotaling invests for individuals, families and charitable organizations addressing each investor’s unique values, sensitivity to risk and expected near and long term returns.

Jean M Rosenbaum, CFA: Jean brings more than a decade of analyst expertise to her role as a portfolio manager at Hotaling Investment Management and over 20 years in the financial services industry. She has managed several multi-billion dollar portfolios that have been recognized by Morningstar and Lipper.  Her success is anchored in securities research analysis. Jean’s keen intuition and analytics allowed her to successfully forecast and navigate the financial crisis.

Patricia A Markell, Investment Advisor: With more than a decade managing portfolios for high net worth clients and extensive background in research and analysis, Trish delivers the highest degree of personal touch to Hotaling’s range of portfolio management services. Her knowledge and application of global investment performance standards and exceptional talent in monitoring and tracking performance for individual clients reinforces Hotaling’s advisory capabilities.

Space is limited – Contact Valerie-Clark Roden to reserve your seat

(610)688-0697 or VCRoden@HotalingLLC.com