Point View’s Managing Director, John Petrides, interviewed live on CNBC's Nightly Business Report discussing portfolio rebalancing in a rising market:
Note: segment begins at 5 minutes 10 seconds into video link.
Point View Wealth Management, Inc. works with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial goals. We are independent and fee only. How can we help you?
Contact David Dietze, John Petrides, Claire Toth, Donna St. Amant, Elaine Phipps, or call (908) 598-1717 to learn how.
CNBC has named Point View to its list of the top 100 American fee-only wealth managers for both 2014 and 2015.