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The IAM
Investment Committee
Tom Zachystal,
CFA, CFP®, EA
Mr. Zachystal has over ten years
of portfolio management
experience and focuses on
investment research and on
identifying long-term trends in
investment markets. His
experience as a Chartered
Financial Analyst helps IAM to
create portfolios that are
optimized for each client's risk
and return expectations as well
as for current market
conditions.
Tom's approach to equity
investing is value-driven; his
research is focused on
identifying companies with good
long-term prospects but whose
stock price has suffered as a
result of transitory issues. Tom
also looks for investible
long-term trends such as the
growth of wealth in emerging
market economies, or commodity
demand growth, and positions
client portfolios to take
advantage of such trends.
Scott Schwartz,
CFP®, CIMA®
Mr. Schwarz has over twenty
years of financial planning
experience and focuses on
long-term asset allocation. His
primary consideration is to
ensure that his clients'
investment portfolios reflect
their risk/return expectations
and meet their investment goals.
Scott has valuable expertise in
constructing bond ladders and
other income producing
investments for individuals who
are dependant upon their
portfolios for continuing
income. He has a long-term
approach to investment
management and manages risk by
constructing portfolios that are
optimized for risk and return
based upon efficient market
theory. Scott believes in
managing portfolio risk through
proper asset allocation,
rebalancing, and the use of
low-cost pooled investments such
as exchange-traded funds.
Ira Fateman,
CFP®
Mr. Fateman is an instructor in
Financial Planning at UC
Berkeley and has an in-depth
understanding of investor
psychology as well as over
twenty years experience in
investment trading and portfolio
management. He started his
career as a stockbroker in 1984,
working for several Wall Street
firms before becoming a
Registered Investment Advisor in
1999 and founding his own
investment advisory firm.
In addition to investment
management experience, Ira also
has extensive expertise in
employer granted stock options
and in estate, investment, and
retirement planning. Ira is an
active member of the Financial
Planning Association and serves
on the Pro Bono committee of the
San Francisco chapter.
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