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Dear Valued Client …
We hope this email finds you doing well. As you know, you have a third party managed investment advisory account through Investacorp Advisory Services, Inc., that we service and is managed by the third party money managers at Ladenburg Thalmann Asset Management (“LTAM”), a registered investment advisor.
On Tuesday, July 23, Philip Blancato (President and Chief Investment Officer of LTAM) will be hosting a quarterly client conference call to provide an update on the portfolios in the Ladenburg Asset Management Program (“LAMP”) and discuss LTAM’s market views, including:
Recent market volatility and the rise in interest rates
Long-term expectations and portfolio positioning
DIAL-IN DETAILS: Tuesday, July 23, 3:00pm CST | 800-875-3456 | passcode: VB63730
Feel free to call your primary financial representative at Klaas Financial, if you have any questions after listening to the call. A recording will be sent for those who cannot attend. We sincerely appreciate your business and look forward to speaking with you soon.
A replay will be made available for investors who are unable to attend the call.
Sincerely,
Craig M. Klaas
Steven (Steve) Schou
Craig J. (C.J.) Klaas
Maleeah Cuevas
Michael (Mike) Todryk
Erin Ladwig
Mike Golembiesky
Kristin Kellerman
