Call Us Call Us Financial Planning for Retirement | Retirement National

ONE SIMPLE CALL.  A LIFETIME OF SECURITY. 

Call us today at 844-724-1010

Your Investment Team

Christian Bertelsen, MBA

Chief Investment Officer

Chris has 40 years of investment experience. Previously, he was director of the value equity group for Phoenix Investment Counsel prior to which he served as Chief Investment Officer at Dreman Value Advisors. He holds an MBA and a BA in Economics and History from Boston University.

James Neel, CFA

Portfolio Manager

Jim has over 30 years of investment management experience. While managing equity mutual funds for Kemper in the 1990′s Jim won a Lipper Rankings Award in the Growth and Income category. Jim also served as portfolio strategist for Kemper Financial Services, CEO of Dreman Value Advisors and Partner at Loomis Sayles. Jim is a graduate of Michigan State University, holds a BA and an MBA and served four years as a U.S. Navy officer.

Edward C. Bertelsen

Portfolio Manager

Ed has 17 years investment management experience as Senior Portfolio Manager at Legg Mason Wood Walker and Vice President at Raymond James Financial Services. He received a BA with Honors from Albion College in 1993.

Orville Ward, MBA

Portfolio Manager

O.D. has 18 years of experience in both investment management and consulting. O.D. came to the firm from YHB Investment Advisors. Prior to that he was Vice President of portfolio strategy at Brown Brothers Harriman, & Co. O.D. is a graduate of Indiana University and has an MBA degree from the University of Notre Dame.

Mike Sorrentino, CFA

Chief Strategist

Prior to joining the firm, Mr. Sorrentino was a Vice President at Barclays Capital working on a wide range of investment strategies. Prior to Barclays, he worked at Sanford C. Bernstein with responsibility for a number of research areas. He also has an extensive background in management consulting and is regarded as an expert in software implementation and strategy.

In the News

The Biggest, Fastest Growing and Emerging Talent
Forbes - April 10, 2013

 

 

 

Our Guide

"Your Retirement Income Planning Checklist"
Fill out my online form.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Privacy Policy
Terms of Use

AW12161670