Portfolio design team

Portfolio Design Team

Portfolio Design Advisors (PDA) is the group of Certified Financial Analysts (CFAs) and other investment professionals who have partnered with WIN to design and construct the customized portfolios on the Axiom platform. This link will provide you with background information on the PDA mission as well as brief bios of the professionals associated with the PDA team.

Link to Portfolio Design: https://www.axiomria.com/pages/about/executive_leadership.html