Investment Philosophy and Services | Nursing Your Nest Egg

As markets change, so too must investment strategies.

That’s, in part, why our managed portfolios have evolved to reflect the ever-changing market environment through the years. What started as a group of mutual funds has transformed into a diversified portfolio of individual stocks, ETFs and mutual funds with the guidance of our in-house portfolio manager, Michael E. Kutch, CFA®.

Mr. Kutch graduated Magna Cum Laude with a degree in Finance from the University of North Florida. Now a CFA® Chartholder, he completed his third level of the CFA® in 2019.