William Huston, AIF®, AIFA®

Founder & Chief Investment Officer

    ✞ Galatians 2:20

    • Investopedia.com: Top 100 Financial Advisor
    • WealthManagement.com: Ranked 2nd out of 900 firms for Asset Manager of the Year | Category: Corporate Social Responsibility
    • Expertise.com: Best Financial Advisors in The Bay Area

    Subject Matter Expertise:

    • Diverse Manager Search & Selection
    • Performance Attribution
    • Asset Allocation
    • Modern Portfolio Theory
    • Behavioral Finance
    • Clean Energy

    FINRA Accredited Designations:

    • Accredited Investment Fiduciary (AIF®)
    • Accredited Investment Fiduciary Analyst (AIFA®)

    Continuing Education:

    • Wharton Executive Education: Certified Investment Management Analyst Program (CIMA®)

    Community Service:

    • Board Member: Department of Energy | National Renewable Energy Laboratory - American Made Challenges
    • Bay Area President: National Association of Securities Professionals
    • Fund Development: 100 Black Men of the Bay Area
    • Treasurer: Palo Alto Foundation
    • Treasurer: Palo Alto Chamber of Commerce
    • Board Member: Santa Clara Bronco Ventures
    • Board Member: Santa Clara Vanguard
    • Board Member: Acterra

    William, his wife, and their son are part of a church family seeking to be the exact reflection of Jesus, the Son of God (Romans 8:29). https://nccf.church/ He regularly shares what Christ is doing in his life at https://huiosforever.com/