Broker Check
Brad Harsch*

Brad Harsch*

Chief Investment Officer

Brad brings nearly 30 years of investment experience to Wealth-Advocates. He specializes in helping risk-averse individuals, companies and institutions implement optimized investment portfolio strategies. As chief investment officer, Brad is responsible for the fund architecture and risk allocation to optimize client returns in volatile markets. Brad has been a cornerstone of Wealth-Advocates since the company's inception and is the author of many of our client value add processes.