Josh Christian

“A portfolio should be built with purpose. I focus on making sure each investment decision fits within the broader plan, balancing growth, risk, income needs, and the goals the client is working toward.”

Josh focuses on investment management and portfolio strategy, helping clients align their investments with their financial goals and long-term plans. He takes a thoughtful approach to portfolio construction, with an emphasis on asset allocation, risk management, diversification, and positioning investments appropriately as clients move toward and through retirement. Josh enjoys digging into the details of portfolios while keeping the bigger picture in focus, helping ensure investment decisions support the planning work being done across the firm. For Josh, the most rewarding part of his work is helping clients feel confident that their investments have a clear purpose within their overall financial strategy.