Stevie Loveless

Stevie Loveless

Portfolio Manager MBA, CPA

I have extensive industry experience, most recently serving as the Lead Investment Strategist for a large supervisory office. Prior to that role, my concentration was focused on performing Comprehensive Capital Analysis for global financial institutions.

We provide institutional quality investment management to all client accounts, while controlling cost, and aligning the compensation of the firm to the objectives of the client. 

Phone (765) 652-2015