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Maximizing Your Investments with Adams Wealth Advisors

At Adams Wealth Advisors, we believe one of the most critical parts of a successful financial plan is the right kind of investment management.  Composed of five CFA Charterholders with extensive industry experience, our investments team utilizes advanced institutional-grade processes to create investment portfolios.  These portfolios are designed to meet our clients’ return needs while maintaining an acceptable level of risk for their situation.

Investments (1)

Our Services: 

Our investment management services are designed to help individuals, families, and businesses achieve their unique financial goals by incorporating a blend of the following services. 

  • Portfolio Management

    We create a diversified portfolio tailored to your financial goals, risk tolerance, and investment horizon. Our team of experienced portfolio managers constantly monitor and adjust your portfolio to optimize returns and minimize risk. 

  • Risk Management

    We identify potential risks in your investment portfolio and develop strategies to mitigate them. 

  • Tax Planning

    We help you understand the tax implications of your investments and develop strategies to minimize your tax liability.

Our Approach to Investing: 

To achieve the best possible outcomes for our clients, we invest for the long term and structure our portfolios to attempt to deliver upon your financial goals.  Our investment philosophy is rooted in active management coupled with strict risk management.  While markets are inherently unpredictable, our goal is to keep you on track regardless of economic conditions.  We do this through a flexible and comprehensive approach, using an active top-down global macroeconomic approach that can identify opportunities and risks in changing economic environments.  Additionally, our portfolio management offering includes a range of investments that go beyond the traditional stocks and bonds portfolios, such as structured products and derivatives strategies. 

Achieving Tax Efficiency: 

With our sophisticated trading operations, we utilize a tax loss harvesting strategy to optimize your portfolio’s tax efficiency.  The goal of this strategy is to offset capital gains taxes by strategically selling investment positions held at a loss and then use those losses to offset the gains in the portfolio.  The proceeds from selling these positions are then reinvested in a similar—but not identical—position.  This effectively keeps the portfolio allocation the same but allows you to capitalize on pullbacks in some investment positions. 

The Benefits of Investment Advice: 

The world of investing is complex.  That’s why we have built a team with extensive experience and industry knowledge to help make informed decisions on your behalf.  Having investment advice from professionals historically has paid off.  On average, people who take advice earn median annual returns that are 3.32% higher, net of fees, than people managing their own portfolios. * 

Our Investment Team:

Cormac Murphy, CFA

Cormac Murphy, CFA serves as the Chief Investment Officer at Adams Wealth Advisors. Working with a talented team, Cormac oversees all investment strategies at the firm and leads the research effort for their continual improvement. Cormac brings nearly two decades of investment management experience to the firm. Prior to joining Adams, he managed a $4 billion global tactical asset allocation strategy at Charles Schwab. He is a CFA Charterholder with an MA in Economics from the University of Colorado Denver and a BS in Economics from Arizona State University.

David Kastner, CFA

David brings over 30 years of investment management experience to his role as Managing Director of Wealth Management, where he provides financial advice and oversees portfolio management for clients. His 25-year tenure at Charles Schwab, spanning from Senior Analyst to Senior Portfolio Manager and head of Market Analysis, underscores his deep understanding of the economy and financial markets. Notably, he chaired the Investment Committee for Schwab Managed Portfolios™ – ETFs, applying his skills in market research, asset allocation, ETF selection, and risk management in multi-billion-dollar strategies. Prior to joining Schwab in 1997, David was in banking and futures trading at the Kansas City Board of Trade and earned a bachelor's degree in economics from the University of Kansas. He is also a CFA Charterholder.

Arun Balasubramaniam, CFA

Arun serves as the Managing Director of Investment Research and Technology while also holding the position of Chief Technology Officer. Arun previously oversaw investment management and technology strategy at Schwab's high-net worth advisory, managing over $160 billion AUM, and worked with quantitative investing teams at Wellington Management Company and Acadian Asset Management. Armed with technical proficiency and industry insight, Arun leads innovative solutions and drives successful outcomes. He holds an S.M. in Engineering and Management from MIT, a master's in Telecommunications Engineering from the University of Melbourne, and a bachelor's in Electrical Engineering from Shivaji University, India, alongside being a CFA Charterholder.

Raj Shekhar, Ph.D., CFA

Raj is the Portfolio Manager and Head of Quantitative Research at Adams Wealth Advisors, spearheading the integration of quantitative strategies into investment portfolios, with a particular focus on hedge fund management. With extensive experience, including roles at Wellington Management advising fundamental investment teams overseeing $300 billion in assets and at firms like Blackbox Capital LLC and Knight Capital, Raj has honed his expertise in portfolio management and investment research over 12 years in the industry. Raj's unique investment philosophy, blending quantitative and fundamental approaches, stems from his academic background with a Ph.D. in chemical engineering from the University of Wisconsin-Madison and an undergraduate degree from the Indian Institute of Technology, Kharagpur, alongside his CFA Charterholder status.

Tong Bai, CFA

Tong, known as T, serves as the Trading Specialist at Adams Wealth Advisors, bringing expertise from his previous roles at Charles Schwab and TD Ameritrade. At Schwab, T excelled in trading and system automation implementations. During his tenure at TD Ameritrade, he specialized in new client development and building plans for their financial future. Originally from Hankou, China, T moved to the United States and pursued his education in Agricultural Economics with an emphasis on economics and commodities at the University of Nebraska – Lincoln. T is also a CFA Charterholder.

 

By working with Adams Wealth Advisors, you don't have to navigate the markets alone. Contact your Adams Wealth Advisors team today to discover how we can help optimize your investment allocations.

 

 

* A study titled Help in Defined Contribution Plans: 2006 through 2012, published by Financial Engines and Aon Hewitt, quantified the impact of advisors on investment performance by examining the 401(k) investing behavior of 723,000 workers at 14 large US employers. 
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