Jared Sutton, CFA, CFP®
Investment Committee Member*
As part of the Investment Committee, which is the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments, Jared adds significant depth to our investment process for the benefit of clients. In this role, he shares strategic oversight of the investment policy and gains insight about markets and returns through evidence-based research. By using an academic approach to analyze thousands of investments for inclusion in our portfolios he assists in evaluating current market data, trends, and research to form investment recommendations. This includes but, not limited to, strategic and tactical allocation, asset location and specific securities.
Jared works to help people get clear about their objectives, why they are important and how to make them happen. The firm takes a “whole person” approach. Our comprehensive, values-based method is highly valued by clients and is revolutionizing the way planning should be. Jared’s background includes technology and finance. He also holds the highly regarded industry designations of Certified Financial Planner™ and Chartered Financial Analyst (CFA®).
Jared attended Indiana University in Bloomington earning Business and Computer Science degrees and the University of Iowa for an MBA with Finance Emphasis.
Outside of work Jared is an active reader, volunteer, and enjoys time in nature with his wife and dogs.
*Part of Vision Network.