Welcome to our enlightening talk, “Why Beating a Benchmark is Not the Goal.” In this conversation, Rebecca Wuest Creavin, Managing Director at Bison Wealth, interviews Chief Investment Officer Justin Boller. Justin shares his insights on the importance of focusing on clients’ personal objectives rather than just beating market benchmarks. Join us to understand how Bison Wealth tailors investment strategies to protect, grow, and generate lifetime income for clients, ensuring their financial goals are met.
