WHY RELATIVE STRENGTH / TECHNICAL ANALYSIS?
SMA / UMA Availability
Different Portfolios for Different Objectives
Relative Strength Resources
Meet our Portfolio Managers
JOHN LEWIS, CMT / Senior Portfolio Manager
In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.
Since joining Nasdaq Dorsey Wright in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
One of the foremost experts on relative strength investing, Mr. Lewis has authored several original research papers on the subject. He is a Chartered Market Technician (CMT) and a member of the Market Technician’s Association and the American Association of Professional Technical Analysts.
Mr. Lewis earned an M.B.A. in Finance from the University of Southern California and a B.A. from the University of San Diego. He began his career in the investment industry in 1994. He is married and has two children.
ANDY HYER, CFP®, CIMA®, CMT / Client Portfolio Manager
A member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts.
Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and a Chartered Market Technician.
He enjoys running and biking. He is married and has five children. He holds a B.S. from Utah State University with a dual degree in Finance and Economics.
CHARLIE COLEMAN / Associate Portfolio Manager
Charlie joined Nasdaq Dorsey Wright in November 2016. He began his career with Holly Street Wealth Advisors in Pasadena, CA. As one of the founding team members, Charlie worked to build out the operations, technology, and marketing material of the firm. He is currently studying for the CMT and is a holder of the series 65.
In his spare time Charlie enjoys cooking and running. He is married with one child. He graduated from the California State University at Fullerton in 2012 with a major in American Studies with a focus in business and minor in Entrepreneurship.