Mark Speaks at Annual Babson College Business Breakfast Forum
Boston, MA - On Thursday, March 10, 2011, the Babson College Cutler Center for Investments and Finance hosted their annual Boston Business Breakfast Forum at the Harvard Club in the Financial District. Our very own Mark Singer was chosen as an expert panelist and participated in this year's discussion titled, Global Asset Allocation: Latest Fad or Essential Strategy.
The panel consisted of investment experts, ranging from those dealing with endowments and the ultra high net worth, to institutions, to individual retail investors.
"I really enjoyed having the opportunity to share what we believe to be the proper investment approach during these times", Singer said. He added that it was particularly rewarding to be on the panel alongside other firms that represent ultra high net worth clients.
"We have been studying what the institutions have been doing for many years and we take great pride in knowing that we can now provide our clients with access to these exclusive investment styles and strategies. Babson's Forum is proof that our approach is quite similar to the approach taken by the very high net worth."
About Safe Harbor Retirement Planning
Safe Harbor is an independent financial planning and investment firm that offers advice on financial planning, investments and planning for and living in retirement. They serve clients of all types with a particular focus on retiring well. The firm created the proprietary Retirement Roadmap and Financial Organizer System to help clients prepare most efficiently for their retirement goals and objectives.
The firm is located at 152 The Lynnway, Suite 1A Lynn, MA 01902 and can be reached at 781-599-2660. Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.