Chief Executive Officer
Strategic View Advisors
Assets Under Management: $340 Million
The COVID-19 pandemic and the corresponding market fluctuations have highlighted how important it is to have a cohesive team focused on the well-being of clients. Ed Moyzes’ investment in creating a team of professionals aligned around a common purpose has meant that communication can happen with real-time data and from a variety of caring, expert voices. Clients know that if they have an urgent need or concern, there is a team in place that can work with them to meet their need or assuage their fears. As a result, Strategic View Advisors’ clients continue to confidently realize their goals, even in the midst of a global pandemic. Because his clients have detailed, personalized, stress-tested plans in place, Moyzes’ team can get to the heart of the matter. Clients can still retire as planned; they can still send their kids to college, and temporary, external circumstances won’t extinguish their largest dreams.
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