Let us do the heavy lifting

Let us do the heavy lifting

Scott Poore, Director, Investment Solutions

"Leave the heavy lifting and even tedious work to us – you focus on gathering assets and building relationships."

When Scott joined Wunderlich to head up the firm’s Investment Solutions team, he instantly recognized a unique opportunity.

“Although the firm has been around over 20 years now, which is long enough to be firmly established, we’re still very much in growth mode,” says Scott, who has been managing assets for more than 15 years. “We have a customizable environment for our financial advisors. They do business as they want to, and we devise, implement and manage investment solutions specific to their clients’ needs.”

Scott and his team perform all the research and due diligence that goes into the firm’s investment product offerings, including a recommended list of mutual funds, ETFs and SMAs. They also manage a suite of discretionary model portfolios designed to meet your client’s investment objectives and risk tolerance, and help advisors be more efficient with their time and resources.

“We learn a lot from our advisors on what clients want,” says Scott. “And we have the freedom to create solutions that work best for them.”

Meet more of the team.