Mr. Stutzman conducts investment research that is instrumental in the construction, maintenance, and management of client portfolios. This research includes the procurement of primary data via direct investment manager interviews as well as obtaining information from our extensive data resources. In addition, Mr. Stutzman provides investment advice to closely held businesses, Taft-Hartley plans, non-profit [501(C)(3)] organizations, union accounts, government entities, and high-net-worth individuals. He has experience in portfolio construction methodology, asset allocation decisions, and risk reduction through diversification of funds among various asset classes, investment styles, and mo