Randy Phillips Email & Phone Number

My passion is to help manage your wealth with a positive impact on your life and the lives of generations to come.I employ a disciplined and consistent approach, combined with a long-term perspective. As a steward of client capital, my responsibility is to offer investment solutions designed to achieve individual objectives. I believe in owning a portfolio of high quality businesses. They possess these characteristics: (1) pay annual and increasing dividends, (2) generate strong free cash flow and (3) are led by talented management teams. I adhere to the philosophy of long term ownership of these businesses is the best avenue to achieve generational wealth.I have the ability to share investment solutions with clients simply and lucidly. Experienced in asset allocation, portfolio structure, and assessing risk tolerance. A fiduciary, providing investment excellence with asset-class strategies delivering long-term investment results to clients. CORE SKILLS● Strong belief in an investment process based on long-term results.● Able to provide multi-asset class investing using building blocks of equities and fixed-income, to construct robust portfolios. ● Able to assess portfolio risk and to build investment plans with transparency.● 35+ years of investment management experience.● Successful in building client relationships and investment policy statements.● A fiduciary of client accounts.● Series 7, 66 and 65 EXPERIENCEServed as Senior Vice President/Portfolio Manager of individual and institutional accounts.● Part of a team who built assets under management from $2.6 billion in 2005 to $13 billion in 2020.● Personal responsibility for $800 million AUM and approximately 350 clients● Head of Investment Policy Committee.● Initiator and Co-Portfolio Manager of Equity Income Program, a dividend growth income strategy with approximately $400 million AUM.

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  Ball State University

  Finance