News from SVA Plumb Financial
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SVA Plumb Financial’s Cummisford Featured in Citywire Article

By SVA | 7/19/2018

SVA Plumb Financial professional Robert Cummisford, CFA® is featured in an article on Citywireusa.com. The article focuses on the recent hiring of Rob and his new role at SVA Plumb Financial.

In his new role, Cummisford is part of an eight-person research team and a five-person investment committee. He is also a client facing advisor. On the research team, Cummisford is responsible for manager due diligence on a set of funds in addition to individual stock coverage and on the investment committee he plays a role in making final decisions as to asset allocation, manager selection and portfolio construction.

To read the entire article, visit http://citywireusa.com/professional-buyer/news/2-5bn-wisconsin-based-ria-recruits-gatekeeper/a1137144

 

About Robert Cummisford

Rob is a Senior Wealth and Portfolio Manager with SVA Plumb Wealth Management, LLC. He focuses on helping clients structure portfolios to meet their financial goals, conducts investment research and serves on the firm’s investment committee. Rob has over twenty-five years of experience in the investment advisory industry, having served as lead portfolio manager for several stock mutual funds and strategies, trust investment officer, and an investment industry consultant. 

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.