CHRISTOPHER GERBER, CFA
(833) 234-3373 ext. 301
Portfolio Advisor at Fidere Advisors, LLC
Former Portfolio Manager at Strategic Wealth Group, LLC
Former Investment Advisory Committee, Lincoln Financial Advisors / Sagemark Consulting
36-year financial industry experience in portfolio management and financial planning
Portfolio Advisor: Signature Five™ Model Portfolios, customized allocation plans, tax harvesting, re-balancing
Portfolio Risk Oversight: Separate account management, Signature Five™ overlay management
Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation
Bachelor of Science (B.S.), Bradley University
Chartered Financial Analyst
Active CFA Charter holder, CFA Institute
CFA Exam Grading Captain & Standard Setter
Economics, Asset Allocation & CFA Prep, Kaplan Inc.
Advisory Services through Fidere Advisors, LLC. (dba FIDERE), a Registered Investment Advisor. Chris Gerber, CFA does not offer tax or legal advice. Please consult the appropriate advisor. The CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.