Susan J. Templeton
With more than 20 years experience in the investment management industry working with institutions and high net worth clients, independent Wealth Advisor Susan J. Templeton helps clients achieve their life goals by maximizing their financial security.
"I enjoy helping people achieve their objectives. It relates to your investment goals and risk tolerance."
As president of Templeton Associates and while working for QIS Advisors, an institutional advisor, Susan helped to develop, market and strategize products. And, as Senior Vice President of two mutual fund companies, The Newton Funds and The William Blair Funds, she oversaw strategic planning, product development, operations, distribution and marketing. Unlike many wealth advisors, Susan has worked for the financial services companies that develop products that many people invest in for retirement. As a wealth advisor, Susan relies on this expertise when evaluating investment opportunities for clients.
This expertise makes Susan a uniquely-qualified wealth advisor to evaluate investment opportunities for clients.
As a wealth advisor, Susan focuses on strategic asset class selection instead of individual stock selection. This is because independent research supports that 90% of a portfolio's returns come from proper asset allocation (which can be achieved through low cost exchange traded funds). She balances risk and return, drawing on her experience in working with foundations, endowments and corporate pension funds. In addition, Susan has worked through seven recessions, so she seeks to manage risk for downturns while maximizing clients' return on investment.Read Susan’s articles
Voula Thalassinos is a seasoned customer service leader with over 10 years in the retirement plan services industry. Her career includes recruiting, call center management, product education, and extensive project work within the retirement plan industry. Voula’s career has been characterized by both professional excellence and high quality work performance. She leads by example and is a results and people oriented individual who can effectively lead and motivate high performance teams.
Voula received her degree from York University, Toronto Ontario.
When not working, Voula enjoys volunteering in her community and spending time with her family.