Case Study
Selective Wealth Management Doubles Productivity With Sentieo
Selective Wealth Management Doubles Productivity With Sentieo Challenge Lynchburg, VA Using Sentieo since 2016 Selective Wealth’s clients number in the hundreds, and the team invests on behalf of individuals & families, family offices, and institutions across 28 states. Christopher Devlin, founder and chief investment officer of Selective Wealth Management, notably put together the best- performing fund of the first quarter of 2018. (The Selective Opportunity Foundation fund (SLCTX) returned 14.39 percent to investors in Q1, and is made up of 10 stocks that are mostly in the tech sector). Customer SELECTIVE WEALTH MANAGEMENT With a lean team and a rigorous research process, Chris Devlin, founder of Selective Wealth, wanted a solution that would save him time. That way, he’