Avantax Portfolio Management Group

Our portfolio management group consists of seasoned investment professionals dedicated to identifying top-tier investment managers and products for our advisory solutions platform. They perform thorough due diligence, ongoing monitoring, and assist in asset class allocation* and fund selection. Complementing this team, our experienced tax professionals work diligently to enhance the tax efficiency of our products and processes. Additionally, our advanced case solutions team transforms client data into actionable insights, tailoring sophisticated investment solutions to align with each client's unique financial circumstances and goals. Together, they serve as a trusted partner in supporting and advancing your financial plan.

*Asset allocation does not assure or guarantee better performance/profit and cannot eliminate the risk of investment losses in declining markets.

Meet the team responsible for the management and monitoring of the IMS Select strategies. Avantax Portfolio Management Group (PMG) is a team of tenured investment professionals that operates under the oversight of the Avantax Advisory Services’ Fiduciary Oversight Committee (FOC) and is tasked with finding “best-in-class” investment managers and products for use across the IMS Select Portfolios strategies as well as other IMS programs.

The team’s primary responsibilities include portfolio construction and investment manager due diligence, monitoring and selection. The team brings years of experience and investment knowledge to help guide clients with asset class allocation and individual fund selection, which are aimed at providing optimal risk-adjusted returns within each risk category.