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September 16, 2020: Ted Toso presented 2 sessions at the Integrated Advisors Network Advisor Summit 2020.
In this 3 minute video, learn about how Peter Andersen of Andersen Capital Management leverages Trinlogix to differentiate his firm by simplifying and enhancing client presentations through visualization.
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Peter C. Andersen, CFA, has managed money for a wide range of clients since 1993. He has direct experience managing separate accounts & over 10 mutual funds throughout his career, including IPO’s for two NYSE-listed closed end funds. He has deep experience with stocks of all kinds, junk bonds, and world asset classes. To learn more about Peter visit his website.
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