Our Investment Committee is composed of advisors, each with a different background and specialized function. We feel that our job is to provide you a unique experience in managing your assets by protecting against downside risk while participating in the upside of the financial markets.
- Brett Machtig has created the “Machtig Method” which designs the risk profile and its corresponding asset allocation, investment selection methodology and investment structure for each account size and risk.
- Chris Sherwin is responsible for managing the private placements, tenants-in-common REITs and the direct investment portfolios. His role also includes updating the performance of past placements. He also track new offering and analyzes the opportunity for the team. He is a CFP® and holds and MBA.
- Tom Hokr is responsible for analyzing insurance needs of individuals or businesses. He has 20 years experience working for and consulting to small businesses. Tom has built a practice specializing helping private asset management clients and ERISA plan asset management. Tom is a graduate of UCLA and the UCLA School of Law.
- Dave Denniston is the CFA charterholder. He is entrusted with the oversight to develop and implement strategies created by the committee members so our clients make money and with less volatility within each portfolio model.
- Mark Foreman is responsible for analyzing tax impact for individual or business transactions. Mark is a CPA and primary owner of the accounting firm Foreman & Airhart.
- Roger Anderson is responsible for analyzing the Annuity Investments we will use in our models. Roger is a CFP® and Insurance Agent.