Jason Herried, portfolio manager, Associated Wealth Management
Name: Jason Herried, CFA
Title: Portfolio Manager
Company: Associated Wealth Management
City of Residence: New Berlin
Family: Wife, Carla
What’s new at your company? "We are renewing our focus on a consultative approach to wealth management, and bringing the best the bank has to offer to each client. Because every client is different, each requires a unique approach that’s right for them."
What are the most interesting issues you work with clients on? "Sometimes clients come to me with a tip they heard on TV or saw in a magazine, and wonder why we are not following it. I explain that a long-term investment strategy is more sophisticated than a single tip and, over time, should pay off."
What is the most difficult or challenging project you’ve been involved with? "Lately it has been managing risk. In an economic downturn, you really understand a client’s risk tolerance. One of our strategies is to not invest too heavily in any one sector, but we also realize that investments that do well over time are able to experience a downturn now and again. It’s a natural part of the cycle. We are also monitoring potential changes in federal tax laws that may have an impact in the future."
