Kathy Klein shares her thoughts on the impact of Brexit on the global economy.
The Women’s Center in Waukesha County sponsored an awareness event last night called “Futures Free From Violence” at the Milwaukee Public Market. Park Place Capital Management both sponsored and attended the night and was so impressed with a few of the statistics that we thought we would share them with all of you.
Did you realize:
- The demographic that experiences the highest rates of intimate partner violence is females ages 18-25.
- In 2014, The Women’s Center sheltered 300 women and their children and provided 6500 nights of care. Through all of their programs, they touched the lives of thousands of individuals.
Founded in 1977, The Women’s Center serves women, children and men who have experienced domestic violence, sexual assault and abuse. The Women’s Center offers free and comprehensive services including domestic violence, sexual assault, and abuse counseling, support groups, an emergency domestic violence shelter, a 24-Hour Hotline, children’s advocacy and free on-site child care, legal advocacy, transitional living, and life skills programming that includes employment, parenting and grandparents support groups, educational forums and advocacy. The Women’s Center came into contact with approximately 12,000 individuals in 2014.
Left to right: Melissa Conger, Scott Conger, Kathy Klein, Bill Perry, Sheri Perry
July 2, 2015
On behalf of Park Place Capital Management, Inc., I want to reiterate our appreciation of your confidence, support and friendship over the years. We understand that you have many options when choosing investment and financial planning services and feel privileged and humbled by the opportunity to serve you.
Your commitment to our prudent and objective approach here at PPCM has awarded our professionals the Five Star Wealth Manager Award for 2015. This award is issued to professionals in the industry who meet objective eligibility and evaluation criteria. 2015 marks the fourth consecutive year that Bill Perry, CFP, CIMA and Kathy Klein, CFP have received this recognition. Join us in congratulating them on their dedication to our clients and profession.
The stringent process for which nominees are evaluated includes a review of their regulatory history, professional credentials, client retention rates, and internal firm standards. A key criterion includes feedback from consumer surveys, which allow clients, referral sources and peers to express their confidence in the value we provide. Thank you again for your strong support and dedication to PPCM’s personalized service model.
If there is anyone you know who is concerned about creating financial security and a comfortable retirement, please tell them about your experience with us and our knowledgeable consultants. We would love to introduce them to the credible, long term investment strategies that have benefited you and your family.
Executive Vice President/Director of Financial Services
Park Place Capital Management Professionals Conduct Accredited Continuing Education Session at Komisar Brady
Milwaukee, October 29, 2014 – Park Place Capital Management (PPCM) advisers conducted a continuing education session for Komisar Brady accounting professionals on October 22. Those in attendance received continuing education credit for the session. The education session focused on the economy, current capital market conditions and outlook, as well as portfolio management best practices with an emphasis on risk management.
PPCM President/Principal Bill Perry, CFP®, CIMA®, provided an overview of the economy and the markets for the third quarter and highlighted market opportunities. Consultants LeAnne Foster, CPA, and Kathy Klein, CFP®, discussed portfolio management strategies including the benefits of implementing an efficient frontier approach and managing risk through the use of alternatives and hedging strategies.
“Continuing education sessions provide an ideal context for thoughtful discussions of market and portfolio management factors,” said Bill Perry. “In our work, we’re always learning. Opportunities to share what’s new in the industry and hear from other professionals enriches our practice.”
About Park Place Capital Management
Park Place Capital Management, Inc. provides portfolio management consulting to institutions, foundations, retirement plans, and high-net worth families. The firm emphasizes uncompromising objectivity and offers no proprietary products. It is a Registered Investment Adviser and a founding member of the Independent Adviser Group of Callan Inc., one of the largest institutional investment consultants. Bill Perry, President, founded the firm as Perry Capital Management, Inc. in 1985.
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Lee Ford, Director of Financial Services
(414) 359-1009 x109
This July, Bill Perry was interviewed by Financial Planning magazine about the firm’s recent name change from “Perry Capital Management” to “Park Place Capital Management.” The article quoted Bill: “…both clients and staff supported a change to “a name that conveyed an institutional feel for both the high-net-worth and the institutional markets.“
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