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Travis Weitz, Cfa Email & Phone Number
Chief Investment Officer and Partner
at
Unified Investment Management
1 work email found
@acgwealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer and Partner
Location
Atlanta, Georgia, United States
Company size
Who is Travis Weitz, Cfa? Overview
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Quick answer
Travis Weitz, Cfa is listed as Chief Investment Officer and Partner at Unified Investment Management, a with 2 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at acgwealth.com and a matched LinkedIn profile for Travis Weitz, Cfa.
Travis Weitz, Cfa previously worked as Chief Investment Officer/ Partner at Unified Investment Management and Chief Investment Officer at Acg Wealth. Travis Weitz, Cfa holds Bs, Psychology from The University Of Texas At Austin.
Company email context
Email format at Unified Investment Management
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*@acgwealth.com
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AeroLeads found 1 current-domain work email signal for Travis Weitz, Cfa. Compare company email patterns before reaching out.
Profile bio
About Travis Weitz, Cfa
I advise individuals, families, and foundations through the full investment process; from creating an investment policy statement, recommending an appropriate asset allocation, and ultimately managing their individual investments. I also manage the equity and ETF strategies for ACG Wealth. For our equity strategies, we utilize a fundamental bottom-up approach to selecting a limed number of stocks for our large-cap equity portfolios. We supplement this with macro research to manage our sector weightings. We believe that by investing in a limited number of positions using a systematic process, we can add alpha over time and differentiate ourselves from a passive indexing approach or active funds and managers that have excess diversification. For our ETF strategies, we use broad-based factor funds to get diversified equity exposure across sectors, asset classes, and countries. We believe that we can add value over a pure passive ETF approach by researching the factors that have led to excess returns over the long-term. This material is provided for informational purposely only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The views and strategies described may not be suitable for all investors. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.
Listed skills include Portfolio Management, Investments, Asset Management, Trading, and 13 others.
Current workplace
Travis Weitz, Cfa's current company
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Unified Investment Management
5 roles · 27 years
Travis Weitz, Cfa work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer/ Partner
Current
Mar 2023 - Present
Chief Investment Officer
In my role as Chief Investment Officer for ACG Wealth, I oversee all of the firms's equity and ETF strategies with guidance from the ACG Investment Committee. We currently have 3 equity strategies, all using individual stocks. We also have multiple ETF strategies designed to meet the various asset allocation needs of our clients. I have created a proprietary tactical allocation model called the Optimum Allocation Model, which adjusts asset allocations quarterly with the goal of maximizing risk-adjusted returns over a 5 year period.I work closely with all ACG advisors to discuss which of our investment strategies may be appropriate for each client's situation. If one of our existing strategies doesn't meet the specific needs of the client, I help the advisor create a customized asset allocation.
Jun 2019 - Mar 2023
Senior Portfolio Manager/ Wealth Advisor
In my position as Senior Portfolio Manager at ACG Wealth, I consolidated multiple equity models into three distinct equity strategies. I currently manage these three equity strategies for ACG's clients: large-cap growth, large-cap value, and a concentrated strategy that uses our best ideas, which we refer to as our Opportunistic strategy. I put in processes to identify multiple valuation metrics that, when combined, have historically outperformed our targeted benchmark. We use these metrics to identify stocks that meet our criteria for growth and value. Once we have stocks that meet our selection criteria, we do fundamental analysis to narrow the universe down to our favorite stocks in each industry. We perform ongoing valuation work to ultimately make our buy and sell decisions. In addition to managing assets for ACG's clients, I work directly a limited number of high-net worth families and small institutional investors.
Oct 2018 - Mar 2023
Research Analyst/ Portfolio Manager
Register Financial
Manage portfolios for individuals and small institutional clients using our proprietary research approach. Each portfolio is managed to fit the indivdual's unique needs. Our Southeastern small cap research uses a hands on approach to identify growth companies trading at discounted valuations.
2000 - Jun 2019
2 education records
Travis Weitz, Cfa education
Bs, Psychology
The University Of Texas At Austin
Education record
Lovett School
FAQ
Frequently asked questions about Travis Weitz, Cfa
Quick answers generated from the profile data available on this page.
What company does Travis Weitz, Cfa work for?
Travis Weitz, Cfa works for Unified Investment Management.
What is Travis Weitz, Cfa's role at Unified Investment Management?
Travis Weitz, Cfa is listed as Chief Investment Officer and Partner at Unified Investment Management.
What is Travis Weitz, Cfa's email address?
AeroLeads has found 1 work email signal at @acgwealth.com for Travis Weitz, Cfa at Unified Investment Management.
Where is Travis Weitz, Cfa based?
Travis Weitz, Cfa is based in Atlanta, Georgia, United States while working with Unified Investment Management.
What companies has Travis Weitz, Cfa worked for?
Travis Weitz, Cfa has worked for Unified Investment Management, Acg Wealth, and Register Financial.
How can I contact Travis Weitz, Cfa?
You can use AeroLeads to view verified contact signals for Travis Weitz, Cfa at Unified Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Travis Weitz, Cfa attend?
Travis Weitz, Cfa holds Bs, Psychology from The University Of Texas At Austin.
What skills is Travis Weitz, Cfa known for?
Travis Weitz, Cfa is listed with skills including Portfolio Management, Investments, Asset Management, Trading, Equities, Financial Modeling, Securities, and Financial Analysis.
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