Market Pullbacks and Achieving Portfolio Balance

Tyler Rudek, CFA® joined Heritage Wealth Architects in 2015. As Chief Investment Officer, Tyler has been instrumental in honing the investment process at HWA. He is responsible for investment research and education, asset allocation, performance reporting, trading and rebalancing. Prior to working at Heritage, Tyler held positions at several prominent financial firms within the industry. At Heritage, he takes care to align client capacity and willingness for investment risk with his or her long-term investment goals.