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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

3 advisors near New York, NY

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Logan S

Series 63, Series 66

New York, NY

Realta Investment Advisors, Inc

Logan Snodgrass is a financial advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Slack, Peacock, and Hulu. Outside of his advisory role, he is involved in executive support and operations at a private equity firm and participates in digital marketing consultancy and retail advisory consulting. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in assets for about 1,900 clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and access to a wide range of investment products.

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed
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Mathias S

Series 63, Series 65

New York, NY

Realta Investment Advisors, Inc

Mathias Schulz is a financial advisor at Realta Investment Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JPMorgan Securities LLC and Benchmark Investments, LLC. Realta Investment Advisors, Inc. manages approximately $343 million in client assets through a team of 54 advisors, serving around 1,900 clients. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment products through both advisor-directed accounts and third-party manager programs.

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed
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Steven H

Series 63, Series 66

New York, NY

Realta Investment Advisors, Inc

Steven Horn is a financial advisor at Realta Investment Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets and Coastal Equities, Inc. Horn also operates Horn Business Advisors, LLC, a firm focused on cost reduction and savings for businesses. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets through a team of 54 advisors. The firm serves about 1,900 clients with portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investment options, utilizing both advisor-directed and third-party manager programs.

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Self-Employed
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