July 10, 2008
“We’re in a Recession – What Can We Do?”
Move Clients from Worry to Action

Economy Worrying Clients
Your clients are likely calling with concerns about job cuts, the economy and recession.

July 10, 2008
ROI Private Placement Fund - A Good News Story in Shaky Times
Clients tend to overreact and get out at the wrong time.

July 10, 2008
Fund Focus: ROI Fund
ROI Fund is a balanced tax-credit fund investing in equities and private placements.

July 10, 2008
Wentworth, Hauser and Violich – Capitalizing on Global Trends
Wentworth, Hauser and Violich (WHV) is one of the principal investment managers of ROI Capital’s Global Retirement Fund.



 








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