Our Investment Committee is composed of advisors, each with a different background and specialized function. We feel that our job is to provide you a unique experience in managing your assets by seeking to help protect against downside while helping improve participation on the upside
BRETT MACHTIG designs the risk profile and its corresponding asset allocation, investment selection methodology and investment structure for each account size and risk.
MARK FOREMAN is responsible for analyzing tax impact for individual or business transactions. Mark is a CPA.
MICHAEL RUGGIERI has extensive background that brings a distinct blend of academic insight and practical industry experience to his role.
Investing includes risks, including fluctuating prices and loss of principal. Asset allocation does not ensure a profit or protect against a loss.
