Metolius Wealth Management Group - Investment management

Investment Management

The Metolius Wealth Management Group offer portfolio solutions to help you achieve your most important life goals. Your portfolio receives frequent attention from members of our team with daily input from an elite group of RBC research analysts that specialize in every investment asset class. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk. We allocate your portfolio to help you meet your needs for tax-efficiency, liquidity, stability, income and growth.

Diversification is a critical step in reducing risk to provide successful long term growth and secure income. The Metolius Wealth Management Group reaches beyond the traditional levels of diversification through the use of fully-liquid and transparent alternative investments with proven track records which offer lower correlation to traditional asset classes. As part of a well-rounded portfolio, we may use the following types of investments:

Cash and Cash Equivalents
Tax Exempt Fixed Income
Taxable Fixed Income-Both International & Domestic
Equities-Both International & Domestic
Alternative Investments

These different types of investments are blended into unique portfolios utilizing the following investment vehicles;

Individual Stocks
Individual Bonds
Exchange Traded Funds (ETF’s)
Mutual Funds
Closed End Funds

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.