Brian believes that long-term investing can be very rewarding and short-term humbling and that the secret to making money is to keep from losing it!
Capabilities to Impact Your Life and Wealth
Brian has 33+ years of Wealth Management experience and is the firm’s founder. Brian is a certified Bloomberg terminal and Thompson Reuters Eikon investment professional. Brian uses both of these tools for securities research, portfolio modeling, analytics, and stress testing of investment models and portfolios of every type. Using real-time economic factors, global news, and portfolio-specific events and signals that he monitors daily; enables him to manage client portfolios efficiently throughout True Alpha’s book of business. He believes that the key to portfolio management is risk management, and he has the best tools in the industry to do just that!
Chief Investment Officer (CIO) and Senior Portfolio Manager
As Chief Investment Officer (CIO) of the firm, Brian oversees the investment strategy for our client’s assets as Portfolio Manager. In his role as Portfolio Manager, Brian invests client portfolios based on our unique financial planning process. He develops specific models for each client as appropriate to their needs, risk tolerance, and objectives. Brian specializes in using both strategic and tactical disciplines with an emphasis on risk management, tax minimization, and wealth preservation as related to each client’s specific financial plan. Brian provides objective investment advice and guidance to both individuals and institutions. Integrating a complex body of investment knowledge and experience, he applies that knowledge to systematically and ethically assist clients in managing portfolios and making prudent investment decisions. Brian builds and manages customized investment strategies and implements proprietary model portfolios that he manages for a fixed, all-inclusive fee (free of transaction costs) as appropriate for each client’s unique situation. Our client’s lives and the markets are very dynamic; as a result, Brian receives his greatest reward by helping clients navigate those changes successfully, and in doing so, has developed long-lasting trusted relationships.
CERTIFIED FINANCIAL FIDUCIARY®
Brian successfully completed a rigorous certification and training process established by National Association of Certified Financial Fiduciaries™ (NACFF) and The American Financial Education Alliance (AFEA). Brian is committed to excellence and a team culture of highly ethical financial professionals who act with the highest integrity – not just when regulations require. Brian is committed to his higher dedication, trust and accountability to investors.
Making a Difference in My Community
Brian has worked in Sandusky and lives in Huron and has served on many boards and in leadership positions with Habitat for Humanity, The American Cancer Society, The Shriners, The State Theatre, Plum Brook country club, The Sandusky Yacht club, the Huron Yacht club, and the Patrick and Lousie Murray Foundation. He believes that it is imperative to give back to the community in which he lives and does so regularly through regular contributions of time and money.
Outside the Office
Brian lives in Huron with his wife, Erin Murray, and enjoys spending time with his children and grandchildren. Active his whole life in many outdoor and sporting activities and coaching, he now spends more time with his wife and kids - traveling, boating, fishing, and is a voracious reader.