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SubmitRobert Jeter Travels to Arizona for Due Diligence Trip
Originally published on the SBY Business Journal website
By Robert Jeter
March 9, 2022
Recently, Robert Jeter, CFP®, CRPC traveled to Scottsdale, Arizona for a two-day Due Diligence trip with Meeder Investments. Part of Robert’s role at InFocus Financial Advisors, Inc. is as a member of the investment committee. In this role, he regularly speaks with and visits investment managers to evaluate their firm, process, investment capabilities, and team to determine suitability for client investment. He heard from and met many members of the team including the CEO, Bob Meeder as well as the Vice President of Private Wealth, Angelo Manzo, CFA. Meeder provides customized Separately Managed Account solutions for High-net-worth individuals with significant embedded capital gains. During his trip, Robert was able to evaluate the unique solution and the team behind the process.