Our goal is to educate investors on new and complex subjects all in an accessible manner. The topics and strategies discussed herein are oriented towards larger taxable investors facing high income taxes, large unrealized capital gains, or those with impending liquidity events. Our strategies are best suited for portfolios ranging from $3 to $300 million.

Deron T. McCoy, CFA®, CFP®, CAIA®, served as the Chief Investment Officer at SEIA and was on the firm’s Investment Committee since 2001. As managing director of SEIA’s Department of Investment Management & Economic Strategy (DIMES), Mr. McCoy duties included acting as Head Portfolio Manager on the firm’s discretionary accounts as well as leading the research team in developing the global macro strategy, ultimately incorporated into the firm’s investment models and asset allocation strategies. Over his 22-year career leading the investment team, Mr. McCoy achieved tremendous growth scaling the firm 100x from $200 million in assets under management to well over $20 billion.

Mr. McCoy received his Bachelors of Science degree in Mathematics-Applied Science with a Specialization in Economics and Business Management from the University of California, Los Angeles (UCLA) in 1995. He has been Certified Financial Planner (CFP®) practitioner under the Certified Financial Planner Board of Standards, Inc. since 1998 and has held the Chartered Financial Analyst (CFA®) designation issued by the CFA Institute in 2002. He also has held the Chartered Alternative Investment Analyst (CAIA®) designation since 2009 and has been an Accredited Investment Fiduciary® (AIF®) as of 2011.

This industry-related alphabet soup is the backbone of Investate Enhanced Wealth Management as the complex strategy was born out of his career in financial & estate planning (CFP), investment analysis & research (CFA), and alternative investments (CAIA).

His insights and thought leadership have been picked up by numerous notable media outlets including the Wall Street Journal, Barron’s, the New York Times, MarketWatch, CNN Business, ETF.com, Yahoo Finance, Bankrate, Washington Business Journal, U.S. News, and International Business Times.

Mr. McCoy currently splits time between homes in both Newport Beach and Pacific Palisades, California with his wife and two children.