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Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan

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The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision.

All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, are unmanaged and may not be invested into directly.

The opinions expressed in this material are those of Pence Wealth Management and do not necessarily reflect the views of LPL Financial.

Third party comments made within this communication do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets. PWM and LPL Financial are separate entities.

​​Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through Pence Wealth Management (“PWM”), a registered investment advisor. Pence Wealth Management and LPL Financial are separate entities

Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California (Registration does not imply a certain level of skill or training) that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial, LLC’s (“LPL Financial”) Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden Pence is also a registered representative and investment adviser representative of LPL Financial, member FINRA/SIPC and a registered investment adviser. PCM is not affiliated with LPL Financial.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  

Wealth Solutions Report, Pence Capital Management and LPL Financial are separate entities.

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