Our Investment Committee

Team Of Seasoned Professionals

Our investment committee is comprised of ten members, including :

Bill Giffin, Chief Executive Officer

Reed Murphy, Chief Investment Officer

Greg Osko, Chairman

Terry Kothe, Wealth Advisor

Tom Egan, Senior Portfolio Manager

JACK BARRY, INVESTMENT ANALYST

TOM MARGULIS, ADVISORY PARTNER

DUNCAN ALEXANDER, ADVISORY MEMBER

DOUG EYLES, ADVISORY MEMBER

 

A team of seasoned professionals, the committee meets monthly (and more frequently when necessary), to review its investment policy, which includes economic, asset allocation, and portfolio construction strategies. The investment committee makes changes based upon what is happening in the world and the markets, balancing the opportunities for returns as well as focusing on risk management. These decisions are always disciplined.

 

The committee also ensures due diligence. We vet ideas and make decisions as a group, whose collective input and wisdom is greater than a single advisor. Because we don't promote a product for our benefit, we objectively look at the best investment options for our clients. This diligence is also ongoing as we actively monitor our approved strategies.