Cirrus Capital LLC

William Hubbard is a financial advisor at Cirrus Capital LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 licenses with nine years of industry experience. He has worked at Cirrus Capital since 2017 and previously held positions at Fundbase and Flexible Plan Investments. Cirrus Capital serves individual and high-net-worth clients, corporations, and other business entities by providing discretionary portfolio management, sub-advisory services, retirement-plan consulting, and fee-for-service investment research. The firm combines a proprietary quantitative framework with fundamental analysis to manage model portfolios and includes features such as paid hourly investment research and the use of short selling and alternative investments.

John Le Clercq is a CFA® charterholder with two years of industry experience. He is currently with Cirrus Capital LLC and has previously worked at Axis Financial, MidFirst Bank, Aon, and Chase. Cirrus Capital serves individual and high-net-worth clients as well as corporations and business entities, providing discretionary portfolio management, retirement-plan consulting, and fee-for-service investment research. The firm uses a proprietary quantitative framework combined with fundamental analysis to manage model portfolios and employs ongoing monitoring and rebalancing tailored to client circumstances.

Chris Berkel is an investment adviser representative with Cirrus Capital LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Cirrus Capital since 2022 and previously held roles at Fundteq, Axis Financial, and Safe Money Financial Group. Outside of his advisory role, Berkel is also an insurance agent involved in accident, health, and sickness insurance sales. Cirrus Capital serves individual and high-net-worth clients, corporations, and business entities with discretionary portfolio management, sub-advisory services, and retirement-plan consulting. The firm combines a proprietary quantitative framework with fundamental analysis to manage model portfolios and offers paid, hourly investment research services.

Paul Dziepak is a financial advisor at Cirrus Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Black Oak Capital, LLC and Hudson Insurance Group, where he currently serves as an insurance agent and producer. Outside of his advisory role, he is involved with Key of Hope as a marketing and event coordinator and is the owner of Kingdom Building Ventures, LLC; he has also authored an e-book. Cirrus Capital serves individual and high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management, sub-advisory services, and retirement-plan consulting. The firm uses a proprietary quantitative framework combined with fundamental analysis to manage portfolios and offers paid, hourly investment research services alongside other specialized investment strategies.

Gregory Oray is a Series 65-credentialed advisor with nine years of industry experience. He is currently with Cirrus Capital LLC, where he has worked since 2022. His prior experience includes roles at Regal Investment Advisors, Retirewise Wealth Management, Oray King Wealth Advisors, and Oray Financial. In addition to his advisory work, he is an independent licensed insurance agent selling life insurance, fixed annuities, and health insurance. Cirrus Capital serves individual and high-net-worth clients, corporations, and business entities with discretionary portfolio management, retirement-plan consulting, sub-advisory services, and fee-for-service investment research. The firm uses a proprietary quantitative framework combined with fundamental analysis to manage model portfolios and offers features such as paid hourly research services and investment strategies that may include short selling and alternative investments.