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Thursday, July 20 • 2:00pm - 2:50pm
Adam Sommers - The Galactic Search for Sustainable Income (Sommers Financial Management)

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With interest rates at historic lows, Sommers Financial Management has introduced the only low-cost robo-advisory tailored to generating sustainable income from your investments: Sustainable Income Portfolios. Join Adam Sommers, creator of SIPs, as he discusses low-cost, efficient "annuity alternatives" that utilize ETFs, mutual funds, and closed-end funds to generate passive, lifetime income. Get a deeper look into their strategy of taking advantage of mis-priced closed-end fund shares to generate 6%+ yields, with reduced volatility.

avatar for Adam Sommers

Adam Sommers

Founder, Sommers Financial Management
Adam Sommers has been investing on behalf of clients since 1996. As the founder of Sommers Financial, Adam’s goal is to manage investments responsibly and with integrity, for the benefit of each client. Before his studies at the College for Financial Planning, Adam graduated... Read More →

avatar for Sommers Financial Management

Sommers Financial Management

Sommers Financial Management is an independent, fee-only registered investment advisor with offices in Portland, Oregon and Tucson, Arizona. The creators of Sustainable Income Portfolios, we provide a simple, inexpensive, and paperless solution for generating sustainable income from... Read More →

Thursday July 20, 2017 2:00pm - 2:50pm MDT