Currently viewing public profile. Please Log In or Register to view full member profiles.

 
Profile picture of
First Name

Bill Martin

Practice

Finance

Company

INTRUST Wealth

Title

Chief Investment Officer

City

Wichita

State

KS

Country

USA

Profile picture of
Tagline
Linkedin Profile

http://www.linkedin/in/billmartincfa

Twitter Profile

Phone Number

316-383-1170

Personal Bio

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.

Company Description

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.