The Prime Capital investment Advisors team cordially invites you to join them for their upcoming State of the Markets event on Feb. 27. During this time together, we’ll provide some content centered around the following topics:
We will be discussing:
- Current State of the Markets Overview
- The Current Opportunity Set in Private Markets
- How Private Markets Perform in Recessionary Environments
- How the Bow River Capital Evergreen Fund Provides Diversified Private Market Exposure
|Scott Duba, CFA®, MBA
Chief Investment Officer & Managing Director, Wealth Management
| Eric Krause, CFA®
Managing Director, Portfolio Manager
|Jeremy D. Held
Managing Director, Evergreen Platform
How to Register
Register for the event by emailing Lori Seargeant at firstname.lastname@example.org or click the button below to get started.
If you register by email, please include your first name, last name, and phone number.
Date & Time
February 27, 2024
4 to 6PM
Lobby Conference Room
7800 E Union Ave., Suite 940
Denver, CO 80237
Upcoming Events at PCIA Denver
At PCIA Denver, we know how important it is to have access to financial information, education, and support to help you make important decisions for you, your family and/or your business. Browse through our upcoming events, and we hope you take advantage of the many opportunities to connect with us, allow us to answer your questions, and provide any planning support you might need.
Making Sense of the Market
Roth vs. Pre-tax
Social Security & Medicare 101
Establishing Healthy Family Finances
Taxes in Retirement
Your PCIA Denver Team
The financial advisors at PCIA Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.
What we can do for you
By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk, you can feel more confident, have more peace of mind, and increase your savings. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.
When is the last time you updated your plan?
Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!