Chief Investment Officer
Bill Martin, CFA, serves as the Chief Investment Officer for INTRUST Wealth, a $4.5 billion wealth and retirement firm headquartered in Wichita, KS. In this role, Bill leads the investment strategy and vision for INTRUST Wealth's practice, emphasizing goal-based client solutions, portfolio construction using multi-factor risk analysis, and tax-aware portfolio optimization. Prior to this role, he served as a managing director of FolioDynamix, a leading provider of wealth management platforms and investment consulting services. Bill has authored numerous articles on wealth management and is a frequent speaker on industry innovation.
INTRUST Wealth is a $4.5 billion wealth and retirement firm headquartered in Wichita, KS. The firm specializes in fiduciary services, tax-optimized investment strategies, and fully-bundled retirement plan services. INTRUST Wealth has over a 90-year legacy of providing innovative and client-centric solutions to individuals and institutions across the U.S.