Cormac Murphy

About Cormac Murphy

CacheTech Advisor Services - your definitive investment management and technology partner tailored for Registered Investment Advisors (RIAs). Dive into a realm where top-tier technology meets personalized finance management, ensuring your firm\'s identity always shines through.Explore the CacheTech Universe: Holistic RIA Platform: Delve into an ecosystem that\'s robust and comprehensive. From meticulous trading and professional investment management to an integrated CRM tool, CacheTech encapsulates everything an RIA desires. AI-Powered Excellence: CacheTech’s advanced AI transforms your data interactions. Whether it\'s interpreting complex data sets or auto-generating pivotal documents like investment policy statements, our AI ensures efficiency and precision. White-Label Authenticity: Embrace a platform where every feature, every tool, resonates with the brand, look, and personality of your firm. With CacheTech, your clients always experience your authentic essence, ensuring trust and familiarity. Optimized Client Relations: Elevate client management with tools designed for excellence. From secure file sharing, intuitive billing support, comprehensive performance reporting to a user-friendly client portal, fortify your client relations and enhance their journey with you. TAMP with a Twist: CacheTech’s Turn-Key-Asset-Management Program (TAMP) is designed to enhance, not overshadow. While we’re equipped to be your TAMP, our mission is to seamlessly complement your existing investment offerings. With our elite team of CFA Charterholders, who come with vast asset management experience, we aim to amplify, not alter.CacheTech’s Promise: Seamless, integrated operations, streamlining every RIA task. Cutting-edge AI technology driving decision-making and efficiency. Absolute brand integrity with our white-labeled solutions. Top-tier security measures, ensuring your data remains uncompromised. Tags:#CacheTech #RIA #InvestmentManagement #AIPowered #FinancialTech #TradingSolution #WhiteLabel #TAMP #CFA #CRM

Experience

1. President - Chief Investment Officer

   Adams Wealth Advisors

   Apr 2025 — Present · Logan, UT, US

Education

• Boston University

  Paralegal Certificate

  2007 — 2007

• Arizona State University

  BS, Economics

  2003 — 2008

• University of Colorado Denver

  Master of Arts (M.A.), Economics

  2012 — 2015

Skills

• Etfs
• Retirement Planning
• Financial Analysis
• Asset Allocation
• Investments
• Fixed Income
• Securities
• Trading
• Financial Research
• Equities
• Portfolio Management
• Investment Management