Trust Investment Committee
At many other investment firms, each advisor has their own investment philosophy, which can lead to inconsistent and possibly less than desirable outcomes for clients. We believe eight minds are better than one. Therefore, all investment strategies are established and overseen by our Trust Investment Committee.
The committee meets regularly to review and document:
This committee is comprised of senior leaders and highly credentialed investment professionals across the company. Our Trust Investment Committee is responsible for evaluating macroeconomic factors and market conditions that influence our strategic investment decisions.
The committee meets regularly to review and document:
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- Performance
- Exchange Traded Futures Contracts position (the hedge position)
- Standard Deviation
- Correlation with the Benchmark
- Fund Liquidity Position
- Underlying ETF Holdings
- Current Asset Allocation
- Fund Holdings
You can rest easy knowing your portfolio is being managed by experts according to prudent investment standards.
Meet Our Trust Investment Committee
Kevin Avent, CFP®, AIF®
Managing Director of Wealth Management
Billy Lanter, CFP®, CTFA, AIF®
Fiduciary Investment Advisor & Director of Sales
Kevin Freehardt
Chief Investment Officer
James Pratt
Chief Risk Officer
David Roberts
Director of Fiduciary and Investment Compliance Services
Kevin Thompson
Chief Administrative Officer
Ryan Bryte
Senior Retirement Investment Consultant
Michael Samford
Director of Investment Solutions