How Accredited Investors Can Balance Growth, Income, Liquidity, and Risk
Is your portfolio truly strong, or just diversified?
Join us for an exclusive investor strategy session where we’ll explore a more strategic way to evaluate portfolio construction. Instead of focusing only on returns, this webinar introduces a simple framework built around four key pillars: growth, income, liquidity, and risk.
This is not a promotional webinar. It is a focused strategy briefing designed for accredited investors, business owners, and high-income professionals who want to better understand how each part of their portfolio should work together across different market cycles.
The Strong Portfolio Framework
No obligation. No sales pitch during this session. Your information stays private.
- Thursday, June 25 • 11:00 AM PST
- 30 minutes
- Online
Presented By
Learn from professionals working directly in real estate-backed lending
and self-directed retirement strategy.
Ryan Hermansky
President, Private Money Funding
Ryan Hermansky is a founding partner and President of Private Money Funding, bringing more than a decade of experience across residential and commercial finance. His career includes leadership roles with large, nationwide lending institutions, where he developed an institutional approach to capital allocation, risk management, and long-term value creation—principles that form the foundation of Private Money Funding today.
John Glass
Founder of Glass Financial Services
John Glass With over 50 years of experience in financial services, Glass Financial founder and New York Life Agent has built his career helping individuals, families, and business owners create integrated financial and estate planning strategies. A lifelong Phoenix resident, he holds advanced industry credentials including CLU, ChFC, AEP, and a Master of Science in Financial Services from The American College. His expertise spans family protection, key person planning, buy-sell agreement funding, estate planning,
What Happens Next
Reserve your spot
Complete the short registration form.
Receive your confirmation
You’ll get a confirmation email with session details and calendar information.
Join the live strategy session
Attend the 30-minute online session on June 25 • 11:00 AM PST
Why Attend?
If you’re an accredited investor, business owner, or high-income professional looking to build a stronger investment strategy, this session is for you.
In this focused, informative discussion, we’ll cover:
Growth: Where Long-Term Appreciation Fits
Understand how growth assets can support long-term wealth building, and why appreciation is only one part of a complete portfolio strategy.
Income: Why Cash Flow Matters
Learn why income-producing investments can play an important role before and during retirement, especially for investors who want more consistency and flexibility.
Liquidity: Why Access to Capital Matters
Explore why maintaining access to capital is a critical part of portfolio planning, especially when market conditions change or new opportunities appear.
Risk: How to Evaluate Beyond Volatility
Discover the difference between market volatility and structural risk, and why collateral, asset type, and investment structure matter when evaluating a new allocation.
Who Should Attend?
This session is tailored for accredited investors, including:
Business owners
Senior executives and high-income professionals
Investors with public market or real estate exposure
Investors holding too much cash and looking for more strategic allocation
Investors who want more income, diversification, and portfolio clarity
Investors who want to understand risk beyond market volatility
Why investors trust PMF
- Real estate-backed investment focus
- Leadership team featured on PMF
- Licensed / NMLS #2502014
Limited Availability
Join us on Thursday, June 25 at 11:00 AM PST for a strategic conversation on how accredited investors can balance growth, income, liquidity, and risk.
Learn how to identify potential gaps in your portfolio, evaluate different asset roles, and understand where private credit may fit within a broader investment strategy.