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Grady T
CFA®, Series 63, Series 65
Brentwood, TN
Processus Wealth & Capital Management, LLC
Grady Tabor is a CFA® charterholder with 17 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and a combination of strategic asset allocation with tactical overlays to construct portfolios focused on mutual funds, ETFs, and large-cap equities, while incorporating specific risk management techniques.
Jeffrey J
CFP®, Series 63, Series 65
Franklin, TN
Processus Wealth & Capital Management, LLC
Jeffrey Jordan is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. He has been with Processus Wealth & Capital Management, LLC since 2010. The firm provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and plan participants. Processus Wealth & Capital Management employs fundamental analysis and combines strategic asset allocation with tactical overlays to construct portfolios from mutual funds, ETFs, and individual large-cap equities.
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