In-House Team Manages Portfolios

One of Annex Wealth Management’s core beliefs is that we serve our clients best when our team directly manages investments.

Annex Wealth Management’s investment decisions are guided by its Investment Management Team, which combines decades of experience, technology, and in-depth research. The team is led by Chief Investment Officer Derek Felske, CFA®, and Todd Voit, PhD.

In-house management allows our team to keep portfolios in line with our clients’ values and risk tolerances.

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