Annex Wealth Management’s investment decisions are guided by its Investment Policy Committee. The Investment Policy Committee meets regularly to monitor, report and discuss investment decisions.
Annex Wealth Management builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation.
INVESTMENT POLICY COMMITTEE
Dave Spano, CFP®
Derek V.W. Felske, CFA®
Chief Investment Officer
Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE
Todd Voit, PhD
Chief Investment Strategist
Chief Growth Officer
Steve Dryer, MBA
Managing Director of Operations
Matthew Morzy, CFP®
Investment Team Manager
Blaine Disrud, CFA®
Jason Cooper, CFA®
Supervisor – Trading Team
Ken Bellinger, MBA, CFA®
WHAT YOU GET
Annex Wealth Management employs a Core and Tactical Investment Strategy. We construct globally diversified portfolios using forward-looking asset allocation guidelines and employ tactical investment strategies around the core, where we seek to balance risks, identify opportunities and account for changes in economic and market cycles.
Portfolios are constructed from a combination of actively managed mutual funds, exchange-traded funds (ETFs), and individual stocks.
We will use actively managed mutual funds when we’ve identified active managers that we believe can outperform comparable index funds on a risk-adjusted basis.
We prefer mutual funds for asset classes that are less efficient such as international stocks or high-yield bonds. The higher expense ratio charged by mutual funds is justified by their opportunity to outperform comparable ETFs or index mutual funds.
We will use passive ETFs for asset classes that are very efficient, where it doesn’t make sense to pay a higher expense for an actively managed fund.
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OUR LATEST INSIGHTS
Week In Review
Annex Wealth Management strongly believes in frequent and meaningful communication with our clients. We regularly provide exclusive insights from our Investment Committee to help our clients stay on top of the issues impacting their accounts.
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