Tools, Process, & Communication: Technical Analysis for RIAs

October 27, 2021

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A webcast presentation originally held on October 27, 2021 by Trent Derrick, CMT as part of the CMT Association’s Educational Web Series.

Trent Derrick, CMT in conversation with Tyler Wood will discuss how technical analysis can add value to the role of Investment Advisors when communicating with clients. Serving as Portfolio Manager for Legacy Wealth Partners, Trent will discuss how he brought technical analysis into the investment process. Specifically, how discretionary asset management requires a rules-based risk management toolkit. Tyler and Trent will explore what the day-to-day function entails for an independent financial advisory firm, but also how Trent is able to assist other advisors in the firm with bespoke research for individual client portfolios, sectors, or single securities in real time as market conditions change.