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The Visionary Investment Committee

The Visionary Investment Committee

Our Investment Committee meets quarterly to review Visionary’s separately managed account portfolios and investment lineup. This is a senior-level committee devoted to discussing investment opportunities to determine if any changes need to be made to the firm’s model portfolios. Visionary partners with Fiducient Advisors, an independent investment consultant, for asset allocation expertise and ongoing investment monitoring to ensure the firm’s model portfolios remain in alignment with the respective investment policy statements.

Investment Committee Members

Katie Martin, CFA, CFP® 

Wealth Management Advisor and Investment Committee Chairperson

Tim Hammett, CFP®, AEP

Founder & President

Brad Keene, MBA, CFP®

Wealth Management Advisor, Portfolio Manager

Selden Martin, MBA 

Senior Wealth Advisor

Ryan Barke, J.D.

General Counsel & Chief Compliance Officer

Matthew Fairbarn, CFP®, AIF® 

Sr. Wealth Management Advisor

Clark Gay, J.D., CFP®, CMFC® 

Sr. Wealth Management Advisor

Fiducient Advisors

Visionary Wealth Advisors is pleased to work with Fiducient Advisors to help our clients achieve a future greater than their past. Fiducient, a dedicated investment consultant with 190+ professionals and $260 billion in assets under advisement, provides investment research and proprietary tools for building portfolios. Visionary’s advisors can leverage these trusted investment insights to help clients reach their goals.* Together, our clients are better served than ever. 

*All values are approximate as of December 31, 2021. There may be overlap in responsibilities of some research professionals.