5290 Overpass Rd. St. #217
Goleta, CA 93111
Josh Yager, Esq., CFP®, ChFC®, CLU®
Josh is a recognized content expert on the issues of fiduciary duties relating to the management and oversight of trust assets. He lectures extensively on the policies and procedures for conducting investment manager audits to CPAs, attorneys, and professional fiduciaries throughout the country. Josh is Managing Partner at Anodos Advisors and a licensed attorney. Prior to founding Anodos in 2005, Josh worked for fifteen years as an investment advisor with Mercer Advisors.
Ryan Wolfshorndl, CFA, CIPM, CFP®
Ryan has been with the firm since its inception in 2005 and holds the Chartered Financial Analyst and Certified Financial Planner designations. He is a Partner and has 12 years experience conducting performance attribution and other statistical analysis relevant to the investment experience. This work ensures accountability, adherence to investment parameters, and clarity of expectations between capital owners and their managers.