2023 Summer Thirdly

CWM offers our Thirdly events three times a year to keep clients informed and up-to-date on our investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Portfolio Targeting System (PTS®).

CWM is delighted to welcome Andrew Goodale, Managing Director for Eaton Vance Distributors, part of Morgan Stanley Investment Management, as our featured speaker.

Join us for an insightful discussion on macroeconomic trends and their impact on the bond market and how it relates to CWM's portfolio positioning and model review.

Childcare is available for kids 4+ at the Bellevue Club. Please call (425) 778-6160 to make your reservation.

This event is open to CWM clients, professional partners, and their guests. There is no cost or obligation to attend.