About

GLOBAL CLIENTS …GLOBAL PORTFOLIOS

Accuvest Global Advisors was started in 2005 to support an international client base of high-net-worth families and institutions. Our investment team has been building and consulting on global portfolios since 1984. Our investment focus is using our global expertise to distribute Country Specific ETF investment strategies as well as a differentiated suite of Iconic Brands portfolios (U.S. Large Cap). We work with institutions, Financial Advisors, and high net worth investors and help them navigate global equity markets.

Investment Team

David Garff, CIMA®

President And Chief Investment Officer

David serves as the President of Accuvest Global Advisors. He heads the Investment Committee and Research teams. David’s responsibilities include oversight of the firm’s asset allocation process, CST investment strategy, country selection model and liquid alternatives portfolios. He began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a Masters Degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley. He earned the Certified Investment Management Analyst designation as well as an Alternative Investments Certificate, both taught under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association (IMCA). David is a frequent conference speaker on the subjects of global investing, ETFs and country selection. He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar and Barron’s. In 2015, David was recognized by IMCA with the 2015 Edward D. Baker III Journal Research Award for his whitepaper entitled Multi-style Global Equity Investing: A Statistical Study on Combining Fundamentals, Momentum, Risk, and Valuation for Improved Performance.

Brad Jensen, CIMA®

Managing Director And Senior Portfolio Manager

Brad acts as a Managing Director at Accuvest Global Advisors. He heads Global Strategy for the firm and the portfolio management team. Brad’s responsibilities include investment strategy, asset allocation, portfolio management and security selection. Brad holds these same responsibilities at William Wright Associates, a California Investment Advisor. He earned his MBA in international finance from Thunderbird, The American Graduate School of International Management. Brad has over twenty-five years of investment experience, having joined William Wright Associates in 1985 and has been active in the management of the firm’s client portfolios since that time. Brad earned the Certified Investment Management Analyst designation under the joint auspices of the Wharton School of Business, and the Investment Management Consulting Association.

Chris Heyman, CFA

Portfolio Manager, Operations And Trading

Chris serves as Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. He is responsible for the trading and operations for the firm including portfolio modeling, trade execution, account reconciliation, and performance reporting. In his position, Chris has developed significant experience in the management and administration of actively managed ETFs. He has obtained his NASAA Series 65 certification and is a CFA Level 2 candidate. He also has received Advent’s Back Office and Performance Certifications. Chris joined AGA in 2008 after working for William Wright Associates Limited from 2006-2007. He holds a bachelor’s degree from the Marriot School of Business at Brigham Young University with an emphasis in Finance.

Dustin Blodgett, CIMA®

Portfolio Specialist

Dustin serves as a Portfolio Specialist and a member of the Investment Committee at Accuvest Global Advisors. He is a member of the business development and marketing teams. His focus includes distribution of Accuvest’s Global Equity strategies, speaking with current and prospective clients on how to position themselves and navigate the complexities of the global marketplace. In addition, he assists in GIPS verification and heads all efforts regarding Accuvest’s online manager database presence. Previously at Accuvest, Dustin’s responsibilities included assisting in all day-to-day trading and operations for the firm. Dustin is a CIMA® consultant. He holds the Certified Investment Management Analyst® certification under the joint auspices of The Wharton School, University of Pennsylvania and the Investment Management Consultants Association®. His studies included performance and risk measurement and management, performance attribution, traditional and alternative investments, asset allocation, manager analysis and modern portfolio theory. Dustin is NASAA Series 65 certified and graduated with a B.S degree in Business Management, Finance from the Marriott School of Business at Brigham Young University.

Sean Jordan

Business Development Associate

Sean serves as an Associate at Accuvest Global Advisors. He is a member of the business development and marketing teams. Sean’s primary responsibilities include communication with current and prospective clients regarding the firm’s strategy and research updates. Additionally, he is responsible for managing Accuvest’s various social media platforms. Sean joined the firm in 2013 after working for Heffernan Insurance Brokers. He graduated from the University of California, Santa Barbara in 2010 with a degree in Business Economics and a minor in Sports Management.

James Calhoun, CFA

Portfolio Manager

James serves as Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is alternative investment strategy research and development. As a member of the investment committee, his responsibilities include research, investment analysis, macroeconomic modeling, asset allocation, and portfolio attribution. Before joining AGA, James was a portfolio manager and senior research analyst for a multi-alternative strategy mutual fund. James obtained Bachelor of Science degrees in Finance and Economics from the University of Nevada, Reno. His studies emphasized Risk Management and Derivatives, Portfolio Management and Optimization, International Finance and Foreign Exchange, Advanced Macro and Micro Economics, Statistics, and Econometrics. James has over six years of investment management experience, and is actively pursuing the CFA designation. James is NASAA Series 65 certified.

Eric Clark

Portfolio Manager

Eric serves as a Portfolio Manager and a member of the Investment Committee at Accuvest Global Advisors. His focus is on AGA’s suite of Alpha Brands strategies. As a member of the Investment Committee, his responsibilities include research, investment analysis, technical analysis, macroeconomic commentary, and portfolio strategy & implementation. Eric will also lead the sales, marketing & distribution efforts of the Alpha Brands business line. Eric has 23 years investment experience. He graduated with a B.A. in Urban Planning with an emphasis on Real Estate & Economics from the University of Maryland, College Park. Eric is a frequent writer about the power of the consumer and global consumption trends and the Iconic Brands that benefit. He holds the Series 7 and 66 licenses.

Melissa Dizon

Portfolio Administrator

Melissa serves as a Senior Operations and Compliance Associate at Accuvest Global Advisors. She assists in all day-today trading and operations for the firm including account reconciliation, rebalancing, billing and client reporting. She also handles the compliance management of the firm. Melissa is responsible for implementing and maintaining the firms policies and procedures for both SEC and GIPS© compliance. She graduated with a B.S. degree in Business Management, Finance from San Francisco State University.

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