Blaine T. Disrud

Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee.

Functions as a College/University

Voit employs an all-cap proprietary research driven approach and focuses on bottom-up, company specific approach for an all market cap portfolio. The firm develops customized portfolios utilizing individual stocks and bonds. Option investing is available for portfolios to attempt to generate additional income or to mitigate downside risk during volatile market conditions. The firm aims to lessen volatility through a combination of diversification, the use of options and by investing in value orientated, large-cap, and dividend paying stocks for the equity portion of a portfolio. Voit has six primary investment objectives: conservative, income & growth, 50/50, growth & income, growth and all equity. Two additional types of investment objectives are available for individual clients: fixed income only and aggressive growth.

SIA generally recommends a balanced strategy of both equity and fixed income securities for client accounts depending on the client’s investment policy statement, financial situation and time horizon, among other factors. The firm uses a patented color-coded cyclical system to identify asset classes and investments for client accounts.

Functions as a College/University