Wealth Management Guide: Gregg Balderrama

Gregg Balderrama, CFA, CAIA, Portfolio manager, Mutual of Omaha Bank Wealth Management

Balderrama’s responsibilities include working with high net worth clients to develop investment strategies and structure portfolios to achieve their investment objectives. Balderrama earned his B.S. in finance and accounting from the University of Arizona. He also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations

2015 trend to watch:

“Federal Reserve and
International Central Bank policy will continue
to have the biggest impact on market conditions and wealth management in general in 2015. The direction of interest rates, currencies and the stock market will all be a function of this.”

Advice for 2015:

“Just like all complex systems, your financial health needs to be re-evaluated and managed over time to achieve your goals. In any year – not just 2015 –you should work with trusted advisors you can learn from, who have your best interests in mind and who make your life easier.”

Best Arizona investment:

“It sounds cliché, but you really must first figure out how much risk you want to take and then invest in a company or industry you fully understand. If you don’t have the time to become an expert in the area you want to invest in, you should invest with someone you trust who does.”