Elevation Capital Strategies founder and CEO, Cathy Mendell, will host one of the most influential and respected voices in the world of money management during two free informational events at Elevation Capital headquarters in Bend on September 17.
Chris C. Bertelsen, Chief Investment Officer (CIO) of Global Financial Private Capital and a frequent analyst on cable networks such as Fox Business, CNBC and Bloomberg TV, will offer his perspective on the world of investing and money management on Tuesday, September 17 from 11:30am-1pm and again from 6-7:30pm. Each educational session is open to the public, but reservations are required.
“We invited Chris here to talk to investors and to offer a different perspective than what many people hear on the news or read in periodicals,” Mendell said. “Currently in a position at Global Financial Private Capital where he directs the investment of more than $3 billion in assets, he will tap into a great wealth of experience as he talks about how money is actively managed to preserve and grow. He will also be sharing his thoughts from an investment perspective on how political and world events are and will be affecting our markets.”
Such factors and events, Mendell said, will include energy, health care, the influence of China and the overall future of the U.S. economy. Such issues can immediately factor into a person’s ability to grow and protect his or her assets, which is especially pertinent to investors nearing retirement, the type of client in which Elevation Capital Strategies specializes.
“At this stage in life, it’s important that investors explore strategies that are aligned with experts who have preservation and growth as a fundamental asset strategy,” Mendell said. “In fact, many of our clients realize that they have a new investment objective as they enter this wonderful phase of life. And so having the opportunity to meet a person such as Chris Bertelsen, who represents a firm that’s aligned with these goals, is quite an opportunity.”
Elevation Capital Strategies’ investment advisory services are managed by Global Financial Private Capital, which is based in Sarasota, Flordia. Bertelsen, who boasts 41 years of investment experience, joined Global Financial as a portfolio manager and managing director in 2004.
“It is quite a privilege to listen to and have the opportunity to ask questions from someone who is so influential and respected in the world of money management,” Mendell said.
According to Mendell, she and her staff at Elevation Capital Strategies are passionate about education, offering monthly programs for both clients and guests “to provide clarity, simplify complexities and to help them align their financial goals.”
Elevation Capital Strategies is located at 775 SW Bonnett Way, Ste. 120, in Bend. To reserve a seat call 541-728-0321. The team at Elevation Capital Strategies has helped hundreds of clients throughout Central and Southern Oregon prepare for retirement while protecting their retirement assets. Philosophically, Elevation Capital believes in low-risk, safe and secure retirement asset management. Its objective is to manage clients’ assets so that they can live their lives fully, fulfill their financial obligations and feel secure that they can enjoy their desired lifestyle while establishing a significant legacy. Elevation Capital Strategies is headquartered in Bend, with satellite offices in Medford, Boise, ID and Rohnert Park, CA. For more information, visit www.elevationcapital.biz.
