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INVESTMENT COMMITTEE<br />
<strong>2023</strong><br />
<strong>Q3</strong><br />
IN REVIEW<br />
The <strong>In</strong>vestment Committee meets formally each quarter,<br />
and more frequently if market conditions warrant, to discuss<br />
the state of the global economy and capital markets and<br />
to assess the current asset allocation and positioning of<br />
our portfolios. There’s an art to striking the right balance<br />
between risk and return; pursuing that symmetry is the core<br />
of our investment philosophy. We are fiduciaries and have<br />
our interests aligned with our advisory clients, as we invest<br />
alongside them. Contact us at investmentcommittee@<br />
iwaplan.com with any questions or concerns.<br />
STEPHEN WAGNER<br />
CEO, <strong>In</strong>vestment Advisor,<br />
CFP ® , CPFA<br />
MARTHA LAFF<br />
<strong>In</strong>vestment Advisor,<br />
ChFC ® , CLU ® , CRPC ®<br />
CHRISTOPHER WAGNER<br />
<strong>In</strong>vestment Advisor &<br />
Financial Planner, CPFA<br />
MARGARET MARAPAO<br />
<strong>In</strong>vestment Advisor &<br />
Financial Planner, CFP ®<br />
LAINE MILLER<br />
<strong>In</strong>vestment Advisor &<br />
Financial Planner, CFP ®<br />
JOE BARONI<br />
<strong>In</strong>vestment Advisor &<br />
Financial Planner, CFP ®<br />
BOB CHEATHAM<br />
Financial Planner,<br />
CRPS®, MA<br />
DOUG ECKER<br />
<strong>In</strong>vestment Advisor &<br />
Financial Planner, CRPS®<br />
ANDREW MURTHA<br />
Financial Analyst,<br />
MBA<br />
* Financial services experience. <strong>In</strong>vestment Advisory Services are offered through investment advisor representatives of <strong>In</strong>tegrity <strong>Wealth</strong> <strong>Advisors</strong>, a Federally Registered <strong>In</strong>vestment Advisor.<br />
Bob Cheatham, Doug Ecker, Laine Miller, Joe Baroni and Christopher Wagner are solely investment advisor representatives of <strong>In</strong>tegrity <strong>Wealth</strong> <strong>Advisors</strong>. LLC. and not affiliated with LPL Financial.<br />
THOUGHTFUL<br />
INDEPENDENT<br />
FIDUCIARIES<br />
<strong>In</strong>tegrity <strong>Wealth</strong> <strong>Advisors</strong> has<br />
been committed to helping<br />
individuals, families, and<br />
businesses grow, preserve, and<br />
distribute wealth since 1979<br />
VENTURA<br />
196 S Fir St, Ste 140<br />
<strong>Ventura</strong>, CA 93001<br />
(805) 339-0760<br />
ventura@iwaplan.com<br />
OJAI<br />
205 S Signal St,<br />
<strong>Ojai</strong>, CA 93023<br />
(805) 646-3729<br />
ojai@iwaplan.com
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