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 Conway Investment Research, 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

TIM HAMMETT, CFP®, AEP

FOUNDER & PRESIDENT

BRAD KEENE, MBA, CFP®

SR. WEALTH MANAGEMENT ADVISOR, PORTFOLIO MANAGER

RYAN BARKE, J.D.

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICE

MATTHEW FAIRBAIRN, CFP®, AIF®

SR. WEALTH MANAGEMENT ADVISOR

Tim Flanagan, CFP®, MBA

WEALTH MANAGEMENT ADVISOR

Conway Investment Solutions

Visionary Wealth Advisors is pleased to work with Conway, a collaborative investment solutions partner for financial advisors. Conway’s heritage in investment research is a differentiator, driving everything they do. With decades of traditional and alternatives research experience, Conway is uniquely positioned to help Visionary make informed investment decisions. All their research, data, and analytical fintech tools are at Visionary’s fingertips through a secure, advisor-branded portal. At the crossroads of financial technology and investment research, Conway is the way to invest with intelligence.