As a self-proclaimed data nerd, Chief Investment Officer Morgan Arford leads Comprehensive Wealth Management’s investment strategy to support clients on their path to live richly. Morgan has also been integral in forming the firm’s core investment philosophy – that avoiding downside is more important than capturing all of the upside – through his proprietary CWM Performance Targeting System (PTS)®. Built on a proprietary algorithm developed by Morgan, CWM’s PTS investment strategy assimilates economic, behavioral and geopolitical data to help forecast market risk and mitigate loss during periods of volatility, aiming for long-term positive returns. With this tool, Morgan’s data analysis reve