Secured Retirement is pleased to announce the significant expansion of the portfolio management services offered to their clients. Chief Investment Strategist Nathan Zeller, Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®), recently joined the firm and will oversee the Registered Investment Advisor department.
“I am extremely excited to leverage my expertise and proficiency managing institutional investments exclusively to clients, as well as contribute to the continued growth of the Secured Retirement brand. SR’s commitment to ensuring each client achieves a tailored retirement plan including personalized investment strategies motivated me to join the team,” announced Nate.
CEO, Joe Lucey, CFP® stated, “Nate brings over two decades of investment experience including the last 12 years managing trust portfolios at both Ameriprise and US Bancorp. By adding an internally managed option to the strong externally managed portfolios that we have previously offered we have changed what it means to deliver peace of mind and fiduciary-based planning rarely seen in a firm our size. The caliber of investment management we now offer launches our service to the next level.”
Nathan Zeller’s areas of expertise include portfolio management, asset allocation, security analysis, manager selection, and due diligence. His investment philosophy is based upon fundamental research to identify overlooked areas of the market and find growing companies selling at a reasonable price. He also incorporates long-term trends and themes into the investment process.
As the Chief Investment Strategist, Nate focuses his attention on providing sound fiduciary investment management. He leverages his analytical background and extensive experience to construct portfolios tailored to each client’s unique needs. Nate dedicates himself to ensuring clients achieve their retirement goals and possess peace of mind knowing their assets are properly managed. Nate graduated from the University of Wyoming with a Bachelor’s degree in Electrical Engineering and a Master’s of Business Administration (MBA). When not studying the markets or digging into companies’ financial statements, he enjoys spending time with his wife, two daughters, and pets.
