Many wealth management firms rely on a single chief investment officer to oversee and recommend investments for clients. We used to operate that way, too.
But as our business has evolved, we’ve realized the benefits to clients of developing investment decisions collaboratively, as a committee that represents a range of critical perspectives.
Our committee chair, Fred Dopfel, brings decades of deep institutional investment experience, managing portfolios worth tens of billions of dollars. Fred regularly analyzes the investment horizon, searching for innovative approaches and products that support our philosophy.