A Hilton Head Island, South Carolina resident, Brian Stertzer is managing director of asset management at Wealthstone, Inc, an Ohio-based company specializing in wealth planning, investment, insurance, and business consulting. Since earning a bachelor of arts in accounting and economics from Capital University, Brian Stertzer has served as an asset manager for over 36 years.
Asset managers are people who specialize in investing and trading assets in line with the interests of their clients. These professionals help multiple clients with different investment objectives. They are responsible for managing each client's account and communicating effectively with stakeholders. An asset manager's primary duty is to identify where a client's risk and potential gains exist. To do this, an asset manager must monitor a client's assets and commit to keeping an eye on market changes and researching market trends. This practice enables them to create analysis reports for stakeholders and offer clients recommendations to help grow their asset portfolio and manage risks. Given these requirements, asset managers must possess excellent interpersonal skills to communicate effectively with clients. Also, asset managers must possess proficiency in programs such as Microsoft Office to create various reports. The minimum requirement for most asset management jobs is a bachelor's degree in business, finance, accounting, real estate, or related fields. Industry accreditations expose job applicants to higher placement opportunities.
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Brian Stertzer, a resident of Hilton Head, South Carolina, is a financial professional with more than 35 years of asset management experience. As the managing director of the asset management division at WealthStone, Brian Stertzer specializes in portfolio management, securities selection, and tactical and strategic asset allocation. He has served more than 300 clients in the course of his career.
Asset management companies are firms that specialize in trading and investing assets in the interests of their clients. The term asset management is a broad one that represents several distinct industries and disciplines. Here are a few. Financial asset management, for instance, entails overseeing intangible properties that are valued based on ownership claims or contractual rights. The value of these assets is not fixed but influenced by the forces of marketplace demand and supply. Financial assets could exist in liquid forms like cash or illiquid forms like bonds, stocks, mutual funds, and certificates of deposits (CD). The managing director of asset management at WealthStone, Inc., Brian Stertzer oversees all aspects of portfolio management, including tactical and strategic asset allocation. An active member of his community outside of work, Brian Stertzer supports the Hilton Head Island Rotary Club in South Carolina. Since 1974, the Hilton Head Island Rotary Club has worked to create productive, healthy communities. In addition to its many local programs, the organization supports numerous international programs, including The South African Depression and Anxiety Group (SADAG). Rotary Clubs have been providing funding to SADAG for several years and help the mental health organization address one of South Africa’s largest problems: youth suicide. The largest mental health support and advocacy NGO in Africa, SADAG is responsible for running a widely recognized school program focused on suicide prevention. Through this program, counselors visit schools in South Africa and meet with students in their classrooms. Students listen to presentations from these counselors and are given the chance to ask questions about depression and suicide. Participating students then receive a wristband with a helpline number, and the school receives a supply of books that reinforce the education provided by the counselors. Although this suicide prevention program is run at a minimal cost, SADAG relies on sponsorships and donations to continue operating since the government keeps cutting mental health program funding. A resident of Hilton Head Island, South Carolina, Brian Stertzer has served WealthStone, Inc., as managing director of asset management for the last decade. Among his many accomplishments at the firm, Brian Stertzer helped unveil the new WealthStone Armada service in 2010. Recognizing an emerging market for multi-discretionary investment consultants, WealthStone created the Armada service to help its clients better manage their asset portfolios. As an example, this solution benefits those seeking to employ a team of advisors for the investment of earnings from a recent business sale. These individuals may seek the help of multiple investment advisors with different expertise for such reasons as lowered hedge risk. The WealthStone Armada solution helps clients accomplish these goals with a number of unique client benefits. Through the Armada Advisor Selection process, clients not only use their own preferred consultants, but they can also pull from WealthStone’s array of approved specialists. In addition, Armada facilitates the request for proposal (RFP) process for its clients. Requiring sample portfolios and questionnaire completion from each advisor helps in ensuring the competence of the team. Armada's Universal Investment Policy statement also offers greater team accountability by carefully controlling spending and emphasizing risk-adjusted returns over simple returns. Since 2006, experienced wealth-management professional Brian Stertzer has worked as the managing director of asset management at WealthStone, Inc. An involved member of his local community, Brian Stertzer actively participates in charitable initiatives of the Hilton Head Island Rotary Club in South Carolina.
In pursuit of its mission to promote a healthy and productive community, the Hilton Head Island Rotary Club oversees a variety of projects designed to meet a broad spectrum of needs. Along with a number of other Rotary Clubs in the southeastern United States, the Hilton Head Club supports the Coins for Alzheimer’s Research Trust (CART). Launched by the Sumter South Carolina Rotary Club in 1995, the CART Fund provides seed money for exploratory and developmental Alzheimer’s disease research projects. Currently, every Rotary Club in Georgia and the Carolinas and several other clubs throughout the United States support CART through member donations. Since its founding, the CART Fund has awarded 29 grants, totaling $5,200,000, to cutting-edge research. |
AuthorBrian Stertzer - Providing Asset Management for WealthStone Clients Archives
December 2020
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