Inside XYPN Sapphire: A Q&A on Investment Management

What could you accomplish with more time to focus on your clients and grow your firm?

Join Aimee Arnaud, Director of Sapphire Growth, and Andrew Almeida, CFP®, CFA, Director of Investment Services at XYPN Sapphire, for a live Q&A exploring how investment management works at Sapphire and how we partner with advisors to strengthen their practices.

Through a conversational discussion, Aimee will ask Andrew about Sapphire’s investment management approach, the research and resources that inform our work, and what sets our offering apart. Learn how our team brings institutional-level resources and dedicated investment management support to your firm, helping streamline operations, free up your time, and elevate the investment experience you deliver to clients.

Have questions of your own? Bring them! You’ll have the opportunity to ask Andrew directly about Sapphire’s investment management offering, our approach to portfolio management, and what partnering with our team could look like for your firm.

Whether you’re evaluating investment management solutions or simply curious about how Sapphire supports its advisors, this session offers an inside look at the partnership and an opportunity to get your questions answered.