Wealth Investment Exchange

9/15/2019 Charleston, SC

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September 15, 2019
Duration: 3 Days
Charleston, SC, United States
Belmond Charleston Place

Maximize ROI through one-on-one meetings with the country's top RIAS at Wealth Investment Exchange.

"Six months of marketing in two days beats dozens of flights and hundreds of wasted hours in transit.” - Torray

Imagine an entirely new way to supercharge the time you spend at industry events - meeting with a hand-picked selection of the most successful RIAs in the country during one on one meetings that give you the perfect opportunity to introduce your products and services to advisors from every major US market.

Participating allocators have an average of $450M in AUM and are coming specifically to perform due diligence on Mutual Funds, SMAs, ETFs, REITs, Alternatives, commodities, global funds, US funds, income products, bonds, and other investment products across all asset classes.

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"The best way to market to the RIA community. The best approach yet!” - Wellesley Investment Advisors

Participating managers will have unlimited networking opportunities with some of the most successful wealth investment managers in the country and will meet, by appointment, with a select group of these allocators. Here, you can discuss your firm’s cutting-edge solutions with the prospects of your choice.


Individual Exchange Pricing:

  • $11,250 for two representatives including 3 nights' accommodations, all meals/receptions, ground transfers and table top appointment space
  • $8900 for one representative including 3 nights' accommodations, all meals/receptions, ground transfers and table top appointment space
  • 16 pre–qualified meetings with $100MM + wealth managers guaranteed
  • Unlimited networking opportunities
  • $400 per additional meeting (up to 24)
  • $2,350 per additional representative. This includes accommodations, meals, receptions and ground transfers.
  • Directory of all participants


To qualify for participation at these exclusive events advisor attendees must currently manage $100M or more in client assets and all sponsors will be thoroughly vetted to ensure a truly beneficial and reciprocal environment for all guests.

Think of it. Billions of dollars in investable assets waiting to meet you by appointment in a luxurious but highly focused business environment.

For more information

Contact: Stefano Ghigliazza, Event Manager at 770-576-2624 or sghigliazza@exchangeevents.com

Submit Application