Investment Management

Dave Spano, CFP®

President, CEO

Todd Voit, PhD

Chief Investment Strategist

Derek V.W. Felske, CFA®

Chief Investment Officer

Steve Dryer, MBA

Managing Director of Operations

Matthew Morzy, CFP®

Investment Team Manager

Blaine Disrud, CFA®

Trader/Research Analyst

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.

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.