Changing the way RIAs source new investment products and strengthen relationships with Fund Managers

Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Register for our 2018 events below or contact us at 203-202-2576 or

April 29- May 2, 2018

Park Hyatt Aviara

Aventura, CA

October 22-25, 2018

Boca Raton Resort & Club

Boca Raton, FL

December 9-12, 2018

Belmond Charleston Place

Charleston, SC