In this edition of the Wescott Webinar, recorded March 27, 2020, CEO Grant Rawdin, CIO Mark McCarron, and COO / CCO Carrie Delgott discuss updates to the investment portfolio and Wescott’s planning efforts. This episode focuses closely on the bond portfolio and Wescott’s strategy in that arena.
Additionally, the team is joined by Managing Director Gino Nucci of MetWest for a conversation regarding the evolving bond market and Wescott’s position.
• An operational update from COO / CCO Carrie Delgott
• An investment update from CIO Mark McCarron
• A market update through March 27, 2020
• The Wescott fixed-income portfolio framework
• A conversation with Gino Nucci, Managing Director at MetWest
• Monetary and fiscal policy response
• Impact on the fixed-income markets
• MetWest actions in MetWest Total Return Bond examples
• Key messages and closing remarks from CEO Grant Rawdin
To view the video, please click here.
As always, please do not hesitate to contact us with any questions or concerns.
Wescott Disclosure Information
Wescott Financial Advisory Group, LLC (“Wescott or the “Firm”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. Wescott may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
The opinions expressed in this presentation are those of Wescott as of March 25, 2020. Views are subject to change at any time based on market and other conditions. Wescott has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained herein should not be construed as personalized investment advice, and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. For information pertaining to the registration status of Wescott, please contact Wescott or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Wescott, including fees and services, send for our disclosure statement as set forth on Form ADV from Wescott using the contact information herein.
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