Financial Symmetry is thrilled to promote Colton Tickle to Portfolio Manager. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients.
Heather Gudac says “Colton’s experience as our Trader has greatly prepared him for his new role as our Portfolio Manager. He has been instrumental in strengthening our Investment Committee’s research efforts, and we’re excited for him to work directly with our lead advisors on portfolio analysis and ongoing investment management. Colton’s attention to detail and inquisitive nature made it an easy choice to promote him as our first dedicated portfolio manager. FSI’s growth is possible because of his hard work and dedication to serving our clients!”
With his recent promotion to Portfolio Manager, Colton will be making recommendations for clients who need cash available for their auto-withdrawals and fees. He will also be assigned designated clients and will help with completing entire portfolio reviews as well as continuing to assist with research for our monthly Outlook meetings.