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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

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Rui Guo M

Series 63, Series 65

New York, NY

Savvy Asset Management LLC

Rui Guo Ma is a financial advisor at Savvy Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Tradeview Markets, Eddid Securities USA Inc., and Fx Direct Dealer. Outside of advisory work, she serves as a Sales Manager with Tradeview Markets. Savvy Asset Management LLC is a single-advisor registered investment adviser formed in 2022 that provides ongoing portfolio management and prepares Investment Policy Statements for individuals, high-net-worth clients, and business entities. The firm focuses on equities using fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies with discretionary authority.

Active portfolio management Concentrated stock management
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