Short Biography of Brett Andrews
 

Print Profile and Performance

  Brett Andrews entered the financial services industry in 1998. During this time he worked with a team that managed $500+ million in assets at Salomon Smith Barney. While with Salomon Smith Barney, Brett dealt with High Net Worth and institutional clients designing investment plans and investment strategies to help achieve their goals.

 Brett decided to move to Phoenix, Arizona to start his own practice with Wachovia Securities (formerly Prudential Securities) in 2001.  Brett’s goal is to design personalized plans and personally managed portfolios that he believes will have a better chance of achieving the goals of clients while attempting to reduce risk. One benefit of this strategy is that Brett is more responsive to individual needs while still being able to provide a personal touch to each client relationship.

As anyone that knows Brett will tell you he is constantly striving to add to his arsenal of knowledge. Therefore, while working at Prudential Securities Brett achieved the title of Quantum Portfolio Manager in 2002 and Senior Quantum Portfolio Manager in 2004 which is a designation that few financial advisors in the firm hold. In the same year Wachovia Securities and Prudential Securities merged to become one of the largest brokerage firms in the nation. Since that time he has expanded his qualifications by obtaining the title of Private Investment Management Manager or PIM Portfolio Manager as of 2007.

In Brett’s quest for knowledge, he is currently a level 3 candidate for the CMT (Chartered Market Technician) designation a certification awarded by the Market Technicians Association. He holds the following securities registrations: Series 7-General Securities Representative, Series 31- Managed Futures, Series 63-Uniform State Registration, and Series 65-Uniform Investment Advisor Representative. He also is insurance licensed for Annuities, Life, Health and Disability, and is a graduate of the Intermediate and Advanced Broker Institutes with Dorsey Wright and Associates specializing in Point and Figure Technical Analysis. *

While striving to gain knowledge, Brett’s passion for the markets has led him to educate others as well. Brett was a radio show host for “The Business Trust” on 50,000 Watt KFNX, Arizona where he provided daily market updates for the same station. Currently he produces an e-mail newsletter and a quarterly hard copy newsletter.

Brett’s experience with the volatile markets has convinced him that one of the keys to financial success is learning to control your emotions while using methods that attempt to control risk. Therefore, his main focus remains risk control methods that attempt to limit losses. These methods of risk control span many forms of technical research and trading strategies combined with Quantitative methods to design high quality portfolios that strive to provide upside potential with less risk over time.