Have you ever wondered who digs into the research and analytics it takes to develop an investment plan that can turn dreams into reality? At Marshall Financial, it’s likely to be Adam Reinert, Chief Investment Officer. Adam, and the investment team, are responsible for the portfolio modeling, investment due diligence and the ongoing monitoring of capital market and economic data – an important function that impacts nearly all Marshall Financial clientele. This work, performed in collaboration with our Wealth Advisors, helps make reaching a client’s personal vision possible.