Outsourced Chief Investment Officer

Founder & President

Edward Chairvolotti holds FINRA Series 7, 24,63 and 66 licenses through LPL Financial and is certified by the Center for Fiduciary Excellence. He is approved by LPL Financial to act as your Retirement Plan 3(38) ERISA Fiduciary Investment Manager. Edward received a BSBA in Finance from the University of Central Florida and an MBA from Nova Southeastern University. He was recently named one of Financial Times Top Financial Advisers of 2016 and Plan Adviser’s 2017 Top 100 Retirement Plan Advisers.