Uhler Vertich White Advisors welcomed clients to its annual “The Experts Speak” program, an event designed to provide direct access to the investment professionals behind the strategies guiding investment portfolios.
This year’s guest speaker, Alec Murray, head of equity client portfolio management at Victory Capital/Pioneer Asset Management, shared perspective on the role of discipline in long-term investing, emphasizing the importance of focusing on high-quality companies with strong fundamentals amid short-term market fluctuations.
The annual program offers clients the opportunity to engage directly with portfolio managers and gain a deeper understanding of the investment approach shaping their financial plans.
“Our goal is to ensure clients remain grounded in a long-term strategy while also giving them direct access to the experts guiding their portfolios,” said Corey Vertich, CFP®, founding principal of Uhler Vertich White Advisors. “In an environment where headlines can drive emotion and short-term decision-making, this conversation reinforces what matters most.”
Murray is a seasoned portfolio manager with extensive experience in the investment management industry. He has deep expertise in equities, along with experience across alternative asset classes, and earned his MBA from the Tuck School of Business at Dartmouth. With strong industry knowledge and an analytical approach, he delivers clear, actionable insights and strategic investment perspectives.
Uhler Vertich White Advisors, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James does not offer tax advice and services. You should discuss any tax matters with the appropriate professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
From left to right: Wendy Duncan, Scott White, Christine Casale, Rebecca Pardue, Shane Carrier, Corey Vertich, Jennifer Brown, Gary Geston, Bryan Fiore, Alec Murray, Jeff Saunders
Corey Vertich and Alec Murray discuss the benefits of a disciplined, long-term approach to investing.