Tiffany Wilson

BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities.

Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.

Functions as a College/University