Doug Huber

Chief Investment Officer at

Wealth Enhancement Advisory Services LLC

Finance

Consumer Services

Profile

Mr. Douglas Huber is a Deputy Chief Investment Officer at Wealth Enhancement Advisory Services LLC.
In his role, he is responsible for driving the investment process for portfolios managed by Wealth Enhancement Advisory Services (WEAS), leading functional investment areas, and monitoring the investment landscape to ensure advisors have competitive solutions and the highest quality investment choices available to offer clients.
He brings over 19 years of financial services experience.
Mr. Huber previously served as Vice President of Investment Strategy of Wealth Enhancement Group where he led the firm’s external manager research across both traditional and alternative investment strategies.
Prior to joining Wealth Enhancement Group in 2021 through the North American Management acquisition, he spent time at Federal Street Advisors as the lead Analyst where he led the alternative investment program.
He holds a BA in Finance and Economics from Babson College.

Doug Huber active positions

Companies	Position	Start
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Chief Investment Officer	2024-07-31

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Former positions of Doug Huber

Companies	Position	End
North American Management Corp. North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns.	Director of Research - Equity	2021-03-31

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Private companies	3
North American Management Corp. North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns.	Finance
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.	Finance

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