Andy Steinmetz

About Andy Steinmetz

Andy Steinmetz, CFA, MBA is the Chief Investment Officer of the Investment Management Committee at Tulsa Wealth Advisors. Andy began as a Financial Advisor in 2015 before moving into an investment role with the firm. Andy is primarily responsible for developing portfolio strategy based on his on-going analysis of all aspects of the economy and the markets. He works closely with Mike Mazzei, CFP, and the other advisors with analysis and recommendations for their client portfolios. Andy also oversees the due diligence process for all potential portfolio investments. Andy utilizes the Dynamic Asset Allocation Program, an asset allocation process designed to help clients develop and implement a diversified, proactive investment strategy. Portfolio models are customized for each client based on income, conservative, moderate, or growth objectives. The models are designed to correspond with changes in the economic and market cycles. Using technical trend analysis in conjunction with forward-looking assumptions on fundamental indicators, the Dynamic Asset Allocation Program attempts to help clients minimize volatility and maximize capture ratios through each phase of the market cycle. Employing a diversified portfolio that is sensitive to current market environment can potentially help clients achieve a level of return reflective to the risk they are willing to take. Andy holds a Master of Business Administration degree in Finance from Oklahoma Wesleyan University along with a Bachelor of Business Administration degree in Finance from the University of Central Arkansas. He has earned the right to use the Chartered Financial Analyst (CFA) designation. Andy and his wife, Hailey, have one son and enjoy outdoor activities, attending sporting events, mission trips, and various volunteer activities. For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Tulsa Wealth Advisors is not a registered broker/dealer and is independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Experience

1. Partner, Vice President & Chief Investment Officer

   Trinity Strategic Wealth

   Oct 2015 — Present

Education

• Oklahoma Wesleyan University

  Master of Business Administration (M.B.A.), Finance, General

  2013 — 2015

• University of Central Arkansas

  Bachelor of Business Administration (B.B.A.), Finance, General

  2010 — 2013