Sanctuary Wealth kicked off its inaugural Investment Management Symposium (IMS) at the JW Marriott in Orlando, Florida. The event featured keynote presentations, breakout sessions, super CE session and networking opportunities for the +80 partner firms within Sanctuary’s network.
IMS aligned with Sanctuary’s dedication to providing strategic insights and enhancing the knowledge of affiliated elite advisors, focusing on evolving trends in investment management driven by technological advancements and changing client expectations. The conference offered a platform for engagement with senior leadership, strategic alliance partners, and peer advisors, covering subjects such as asset allocation, portfolio construction, investment best practices, and navigating future trends in private markets.
IMS also served as a strategic showcase for Sanctuary’s comprehensive suite of solutions, providing partner firms transitioning from wirehouses access to a broader range of solutions for a holistic wealth management experience. The conference presented the “2024 Year Ahead Outlook” by Chief Investment Strategist Mary Ann Bartels, offering valuable insights into the economic landscape for the upcoming year. Notably, partner firms and their clients will have the opportunity to invest in sector models aligned with Mary Ann’s outlook in Q1 2024. Additionally, Sanctuary unveiled its capstone liquid alternative models, including Income, Balanced, and Growth models, set to launch in Q1 2024, showcasing a commitment to delivering unparalleled tools and opportunities for its Partner Firms.
IMS 2023 Recap
See what was in store, this year, at IMS
Thank you to our Strategic Alliance Sponsors: