The Straight Talk Blog

From time to time, we intend to make postings to our Straight Talk Blog when we have something important to say. All three partners will be contributing authors. We'll alert you by e-mail when we make a new posting.
We'd be delighted to hear back from you, so please feel free to send us your comments in the form provided.
Best regards,
Rob, Rupel and Richard

 

September 2016

Moving Up at Heathbridge
Sep 6, 2016 1:14 PM
Heathbridge Capital Management

We are pleased to tell you that Dennis Ly, the latest addition to our team, has been granted his Certified Financial Planner® designation from the Financial Planning Standards Council.  Dennis will work extensively with our clients to ensure that account information is up to date. Most importantly, he will work with the Portfolio Managers to ensure that portfolios are appropriately structured to meet individual requirements and risk tolerance. He will develop financial plans for our clients and create Investment Policy Statements for their accounts.

Dennis is also broadening his experience at Heathbridge, helping to develop financial models and assisting with selective research projects.

Please contact Dennis if your circumstances have changed or if you feel you would like to update your financial plan. In the meantime, Dennis may be in touch with you if he feels that your information and investment profile need updating.

Robert F. Richards, MBA, CFA 

Rupel M. Ruparelia, CFA                                 

Richard M. Tattersall, CFA, ICD.D