Tucker Bentley

Maller Wealth Advisors offers a wide range of services though Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor, including: wealth and risk management, securities and advisory services, comprehensive financial planning and personal insurance services. As a planner-assistant, I work directly with the financial planners and advisors in helping them complete annual/semi-annual client reviews. • Complete client “grids” detailing returns, values, and other figures for various accounts. • Prepare annual/semi-annual reviews for clients and work with every facet of financial planning. • Contact investment and insurance companies to ensure we have current information on all client account/policies for accurate financial planning. • Pull account statements and prepare investment reports (using services like OmniSource, Morningstar, and others) and utilize the data in client reviews. • Perform risk assessment for client portfolio construction to match their risk tolerance. • Screen mutual funds to comply with our fund criteria to construct optimal 401(k) portfolios for clients.

Spring 15' internship, working closely with a team of four advisors/planners, stockbrokers and analysts at a small wealth management and investment advising firm. • Developed solid understanding of investor-client relationships, fund operations and portfolio construction. • Maintained company performance attribution analysis charts: tracked fund performance, YTD returns/leaders/laggards in each fund, and comparative performance against benchmarks. • Prepared quarterly reports, equity analysis charts, commentaries, client equity reports, and studied/archived fund fact sheets. • Participated with analysts and principals on quarterly and periodic client reviews.