Objective Capital Management, LLC

Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Objective Capital Management and Spire Securities since 2011. Outside of advisory services, he is involved in insurance sales through an affiliated and unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach incorporating modern portfolio theory, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Adam Vertes is a financial advisor at Objective Capital Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years before joining Objective Capital Management in 2016. Outside of his advisory role, he is involved in family-held business activities including real estate investments and serves as an executor for a family philanthropic fund established at the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach incorporating modern portfolio theory, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives.

Tristan Lewis is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Objective Capital Management and Spire Securities since 2011. Lewis serves on the advisory board for Welded Tubes, Inc., a non-investment-related role requiring periodic meetings. Objective Capital Management provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach incorporating modern portfolio theory, fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management along with standalone financial planning services.