![Justin Caldwell Boller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Justin C.
Boller, CFA, is a Chief Executive Officer & Chief Investment Officer at Bison Wealth LLC.
He serves as the Chief Investment Officer for Bison, where he chairs the investment committee, and oversees research, portfolio construction and implementation.
Mr. Boller began his investment career at Invesco in the late 1990’s where he had roles with the firm’s Global Equity, Global Asset Allocation, and Quantitative Equity teams.
In 2014, he joined Advocacy Wealth Management, LLC to focus on the wealth management aspect of the business.
There, he served as Chief Investment Officer, introducing firm-level portfolio solutions and expanded access to custom strategies for clients.
Mr. Boller graduated from Wake Forest University and has earned the Chartered Financial Analyst (CFA) designation.
Posizioni attive di Justin Caldwell Boller
| Società | Posizione | Inizio |
|---|
Precedenti posizioni note di Justin Caldwell Boller
| Società | Posizione | Fine |
|---|---|---|
Liquid Strategies LLC
 Liquid Strategies LLC Investment ManagersFinance Liquid Strategies’ flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk. The firm seeks to achieve its investment objective primarily by selling listed weekly put options on US equity indices, US ETFs and common stock of US issuers across any market capitalization, while also purchasing intermediate term put options for hedging purposes. | Gestore di Portafoglio-Azioni | 01/02/2025 |
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Amministratore Delegato | 01/01/2025 |
Bison Advisors LLC (Georgia)
 Bison Advisors LLC (Georgia) Investment ManagersFinance Provides investment advice | Amministratore Delegato | 01/01/2025 |
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Direttore degli Investimenti | 01/07/2019 |
Formazione di Justin Caldwell Boller
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
6
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advocacy Wealth Management LLC
Advocacy Wealth Management LLC Investment ManagersFinance Advocacy Wealth’s investment strategy begins with an understanding of a client’s financial goals. The firm seeks to help clients meet their long-term cash flow, growth, and liquidity needs with an appropriate amount of risk. Their investment strategies ordinarily include long- or short-term trading of fixed and adjustable-rate income securities, stock portfolios, and mutual funds. | Finance |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies’ flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk. The firm seeks to achieve its investment objective primarily by selling listed weekly put options on US equity indices, US ETFs and common stock of US issuers across any market capitalization, while also purchasing intermediate term put options for hedging purposes. | Finance |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
Bison Advisors LLC (Georgia)
Bison Advisors LLC (Georgia) Investment ManagersFinance Provides investment advice | Finance |
