As a registered investment advisor we serve all our clients in a fiduciary capacity, and work to deliver unbiased and meaningful financial advice. As a trusted advisor, we help our clients identify and prioritize goals, understand solutions and trade-offs, and make better financial decisions in pursuit of their dreams.
When hired to invest on behalf of our clients, we seek higher after-tax, after-fee returns by focusing on controllable factors, such as: reducing expenses, tax-loss harvesting, account location, portfolio re-balancing, risk management, and goal tracking.
Our investment philosophy is not based solely on market expectations, but rather, relies strategies that create income and manage risk based on market capability. To this end, we specialize in building retirement income portfolios that are designed to deliver reliable income, regardless of how the market performs, while still providing growth potential to fund future aspirations.
John M. Diehl, CFP® / Principal
John started his financial services career in 1998 and has worked as an investment advisor for Fidelity, USAA, and Bank of America. He is passionate about helping clients achieve a secure future; and has the knowledge, experience and resources to design and implement a reliable retirement income strategy and manage wealth for a diverse clientele.
John holds an MBA from George Washington University and BS degree from Frostburg State University. He holds his Certified Financial Planner™(CFP®) and, Retirement Management Analyst® (RMA®) designations, and maintains an active life and health insurance license with the State of Utah. John is also an active member of the Financial Planning Association (FPA) and Retirement Industry Income Association (RIIA).
In addition to financial advising, John is is passionate about his family and travel; having twice taken sabbatical with his family to China where he worked as as visiting professor of business.
When hired to create income and investment portfolios our chosen investment partner is Asset Dedication, [BRIEF DESCRIPTION OF WHAT THEY PROVIDE], through whom we build income ladders and growth portfolios per our specifications. [NOT SURE YOU WANT TO LIST ALL OF THESE PEOPLE – I THINK YOU SHOULD JUST LIST THE FIRM AS A PARTNER]
Stephen J Huxley, PHD / Chief Investment Strategist / Founding Partner
A recognized leader in finance, investing and economics, Stephen has more than 35 years of experience researching and applying decision theory to real world problems. His prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. Stephen holds a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from Ohio State University.
Brent Burns / President / Founding Partner
Brent brings more than a decade of financial experience to his work in applying academic research to the development of practical and innovative portfolio strategies. Brent’s deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. His work with Asset Dedication began at the University of San Francisco, where he partnered with co-Founder Stephen Huxley as a McLaren Research Fellow to study portfolio performance and the impact of withdrawal rates, inflation, and market conditions. Brent holds an MBA with honors from the University of San Francisco and a BS from the University of California, Berkeley
Jeremy Fletcher, CFA / Director, Investment and Portfolio Risk Management
Jeremy has been in fixed-income management since 1991. Most recently he co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where he created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, he was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments. Jeremy earned his BA in Economics / Mathematics from Claremont McKenna College and holds an MBA from the University of San Francisco.