Omaha – Lutz, a Nebraska-based business solutions firm, welcomes Josh Jenkins to the Lutz Financial division.
Josh joins the firm as a Senior Portfolio Manager & Head of Research. He is responsible for assisting clients in the construction, selection, and risk assessment of their investment portfolios. In addition, Josh will provide on-going research and trade support. Jenkins received his Bachelor’s degree in accounting from the University of Nebraska at Lincoln.
ABOUT LUTZ FINANCIAL
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest business solutions firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory services are also offered as a stand-alone service.
Lutz Financial specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services for a fee.