Meet Your Manager: Gray Harbor 1031 Exchange Opportunity | Wednesday 3/26 

• slide deck
• recorded webinar

Meet Your Manager: Advisor123's UMA Offering | February 11, 2025

• slide deck
• recorded webinar

Goldman Sachs Select (GS Select) High Yield Savings Account | January 9, 2025

• slide deck
• please find fact sheet and how-to guide under 'Private Wealth Solutions' section

Simplify Asset Management | December 4, 2024

• recorded webinar
• slide deck

C1W SMID Cap Quality | September 18, 2024

• recorded webinar | slide deck (not approved for distribution)

C1W Secular Dividend Strategy | May 16, 2024

• recorded webinar | slide deck

Dimensional

• slide deck
• Intro to Dimensional Webinar

Henry James International Management

• recorded webinar | slide deck

State Street

• recorded webinar | slide deck

Advisor 123

• presentation
• Intro to A123 Webinar

Glenmede Small Cap Equity

• recorded webinar | slide deck

Global X Portfolios and 2024 Thematic Outlook

• recorded webinar | slide deck

JPMorgan | Global Tactical ETF Models

• slide deck
• Intro to Global Tactical ETF Webinar

Zacks Investment Management

• slide deck

Chilton Capital REIT Strategy

• slide deck
• Intro to Chilton Webinar

Main Management, Active Sector Rotation ETF Model

• slide deck
• Intro to Main Management Webinar

Monthly Investment Overview: Core Series, February 21, 2024

• recorded webinar | slide deck

Monthly Investment Overview: Fixed Income, March 27, 2024

• recorded webinar | slide deck

Monthly Investment Overview: Dividends, April 24, 2024

• recorded webinar | slide deck

Monthly Investment Overview: C1W UMAs, May 22, 2024

• slide deck

Monthly Investment Overview: Equity SMAs, June 26th, 2024

• recorded webinar | slide deck

C1W Market Outlook with Matt Heimann | March 10, 2025

• recorded webinar
• slide deck

C1W + JPMorgan 2025 Outlook | January 21, 2025

• recorded webinar
• slide deck

Market Update with Matt Heimann | October 21, 2024

• recorded webinar
• slide deck

Mid-Year Market Recap and Outlook | July 15, 2024

• recorded webinar
• slide deck 

Meet Matt Heimann, CFA | C1W Director of Asset Management

• slide deck

Charitable Giving with Greater Horizons

• slide deck

The Case for Private Markets: BlackRock Private Investment Fund (BPIF)

• slide deck

Athough these calls cannot be recorded, see below for the slide deck. If you'd like to schedule a call to discuss, reach out to the Advisory Solutions team. 

C1W Model Updates Quarterly Call: 3/5/25

• slide deck

C1W Model Updates Quarterly Call: 11/14/24

• slide deck

C1W Model Updates Quarterly Call: 9/6/24

• slide deck

C1W Model Updates Quarterly Call: 6/11/24

• slide deck

C1W Model Updates Call for Q1 2024

• slide deck