Think Tank & Investment Committee
We strongly believe in a team approach to investment management and make it a daily quest to ensure that all our clients investments are properly allocated and in line with their personal goals and objectives. We have a Think Tank and Investment Committee who work behind the scenes to oversee all investments and serve as a resource to our advisors.
The Visionary Think Tank
Under the guidance of Tim Hammett, Visionary Founder; John Fischer, Brad Keene and Taylor Knight provide in-depth research for our Visionaries and manage the assets of the firm. They developed and follow a disciplined research process that covers numerous criteria, all for the purpose of ensuring client assets are allocated properly to meet their goals.
The Think Tank meets daily to review client portfolios and to discuss investment strategies with our Visionaries. This team approach means every Visionary client has highly experienced CFPs and Portfolio Managers working in their best interest to help them build wealth and achieve or exceed their goals.
The Visionary Investment Committee
Our Investment Committee meets quarterly to review the investment processes our Think Tank is using, and determines if any changes need to be made to client portfolios. The Investment Committee monitors all investments for performance and results. This is a senior level committee devoted to ensuring our clients’ portfolios are always on track with their goals, and that we are providing the best investment opportunities the market has to offer.
Investment Committee Members
Mike Clark, CMFC®, Senior Wealth Advisor
Rich Collop, CFP®, CLU®, ChFC®, Wealth Management Advisor
John Fischer, CFA®, CFP®, Chief Investment Officer
Brett Gilliland, Founder & CEO
Tim Hammett, CFP®, AEP, Founder & President
Brad Keene, CFP®, Wealth Management Advisor, Portfolio Manager
Taylor Knight, Think Tank Analyst
Selden Martin, Managing Director of Business Development, Senior Wealth Advisor