Annex Wealth Management
Todd Voit is an experienced professional with a diverse background in finance and investment management. Todd currently serves as the Chief Investment Strategist at Annex Wealth Management since November 2020. Prior to this, Todd was the Managing Member of Voit & Company LLC, a Registered Investment Advisory Firm, where they held the roles of Portfolio Manager, Economist, and Chief Compliance Officer for over 25 years, from July 1995 to November 2020. Todd was responsible for determining investment policies, allocations, and security selection for institutional and individual client portfolios. Todd also has a strong academic background and was an Emeritus Professor of Finance at the University of Wisconsin-Milwaukee from 1995 to 2016. Earlier in their career, they co-founded WFA Econometrics / WFA Asset Management Corporation, where they served as a Co-Founder, Economist, and Portfolio Manager. Todd has extensive expertise in developing investment strategies, research, and allocation of client accounts. Todd has also acted as an expert witness, providing testimony in their field.
Todd Voit received their Bachelor of Arts degree in Economics with an emphasis in International Economics from the University of Wisconsin-Milwaukee in 1986. Todd later obtained their Master of Arts degree in Econometrics and Quantitative Economics from the same university in 1994. Finally, Todd pursued further education and completed their Doctor of Philosophy (Ph.D.) in Economics with concentrations in Financial and International Economics at the University of Wisconsin-Milwaukee in 2004.
Annex Wealth Management
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.