Thank you for joining our investment webinar today — Is Your Target Date Fund Missing the Mark? My name is Sammy Azzouz, I’m the President and CEO of Heritage Financial, a Boston-based wealth management firm managing over $2.4 billion for individual investors and families. Our team of 44 professionals helps people who are serious about their finances build smart-cost effective portfolios paired with detailed financial planning in an independent and fiduciary model.
Outside of my leadership responsibilities here at the firm, I serve on our investment committee and work closely with a select group of clients and enjoy building relationships with prospective clients who fit the firm’s approach.