there's a better way to perform due diligence on new investment products and services



"A great event for establishing professional relationships and contacts in a comfortable, relaxed environment." -Park Miller

RIA reps, Investment Officers and Analysts – Condense months of research and due diligence into two days with a series of twenty minute, face-to-face meetings with portfolio managers from a variety of asset classes including ETFs, SMAs, commodities, Alternatives, REITs, global funds, mutual funds, income products, bonds and more.

Qualified RIAs are completely hosted – RT flights, 3 nights accommodations and all meals/receptions.

This invitation-only, intimate, and highly focused event befits the world-class professionals who will join together to help you help your clients. To qualify for participation attendees must currently manage $150MM or more in client assets.
You select fund companies you'd like to meet with and they'll come prepared to answer your most pressing portfolio challenges.

"It was one of the most worthwhile events I have ever been to. I'm excited to begin implementing some of the new investment ideas that I took away from my meetings." - RCM Investments

As one of the select guests to attend the Wealth Investment Exchange you’ll join a privileged group of senior allocators and take part in networking with some of the most successful strategic thinkers and wealth managers in the country.

Qualified allocators attend at no cost for participation, round-trip flights, scheduled meals and activities, or ground transfers.


Attending advisors will meet with a hand-selected group of innovative portfolio managers from a variety of asset classes including:

  • ETFs
  • SMAs
  • Commodities
  • Alternatives
  • REITs
  • Global funds
  • Mutual funds
  • Income products
  • Bonds 
  • Technology
  • Legal/Compliance


For more information contact:
Company name A-L: Stefano Ghigliazza at 203-202-2576 or
Company name M-Z: Tim Manko at 203-202-2576 or