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, INVESTMENT COMMITTEE CHAIRPERSON

TIM HAMMETT, CFP®, AEP

FOUNDER & PRESIDENT

BRAD KEENE, MBA, CFP®

SR. WEALTH MANAGEMENT ADVISOR, PORTFOLIO MANAGER

SELDEN MARTIN, MBA

SR. WEALTH MANAGEMENT ADVISOR

RYAN BARKE, J.D.

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICE

MATTHEW FAIRBAIRN, CFP®, AIF®

SR. WEALTH MANAGEMENT ADVISOR

CLARK GAY, J.D., CFP®, CMFC®

SR. WEALTH MANAGEMENT ADVISOR

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 210 professionals and $330 billion in assets under advisement, provides investment research and proprietary tools for building portfolios. Visionary advisors can leverage these trusted investment insights to help clients reach their goals.*

*All values are approximate as of June 30th, 2024. There may be overlap in responsibilities of some research professionals.