Different Ways to Invest: Trusts, Conservatorships or Special Needs Trusts
Court Investment Services Webinar
Discover Different Investment Strategies for Trusts, Conservatorships and Special Needs Trusts Today
As a fiduciary, it can be challenging to manage a client’s funds if you don’t know the intricacies of all types of investments. In this webinar, we discuss multiple ways to invest, and how each way differs from the others
During This Webinar, You Will Learn More About
- The similarities of different types of investment accounts
- Strategies to fit unique scenarios
- The benefits of working with a registered investment advisor
About Court Investment Services:
Court Investment Services is a boutique investment firm that focuses exclusively on working with attorneys and fiduciaries. Our mission is to serve as a trusted advocate and advisor, delivering unbiased and unconflicted advice while providing a first-class client experience for our clients
About the Founder
Ryan Yuhnke, the founder of Court Investment Services, has worked in the financial services industry for nearly two decades. Prior to starting Court Investment Services, he built his career working in regional banks, national investment firms and registered investment advisory firms (RIAs)
At Court Investment Services, Ryan assists clients and trusted professional partners in managing their assets through a proactive and responsive customer service model and customized ‘process-driven’ investment approach that’s prudent and adheres to court directives
