Investment Management

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®

President, CEO

Todd Voit, PhD

Chief Investment Strategist

Derek V.W. Felske, CFA®

Chief Investment Officer

Mark Beck

Managing Director of Wealth Management Services 

Steve Dryer, MBA

Managing Director of Operations

Matthew Morzy, CFP®

Investment Team Manager

Blaine Disrud, CFA®

Trader/Research Analyst

Trevor Nargis

Investment Management Specialist

WHAT YOU GET

Core & Tactical Allocation

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.

Customized Investment Selection

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.

Customized Asset Allocation
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Featured Insights

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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