Trevor joined Innovator Capital Management in 2017 and is vice president of sales, responsible for distribution and marketing efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he was SVP – head of sales at Elkhorn Investments and spent time in several sales positions at Invesco PowerShares. Trevor holds a bachelor’s degree from Taylor University and also maintains the series 24, 7, 66 and 63 FINRA licenses.
Are you concerned that the market is correcting, but don’t want to leave equities? Learn how to position your portfolio defensively with a 9%, 15%, 20%, or 30% Buffer ETF™ strategy that will seek to mitigate market declines -- without leaving stocks. Buffer ETFs™ can be a solution to address the challenges advisors face with client portfolios, particularly in the current market environment.
Speakers: Trevor Terrell and Tim Urbanowicz, CFA
Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape and bring more certainty to the financial planning process. We accomplish this through:
INNOVATION
We are passionate about moving the world forward in the way it manages money, risk, and retirement. To this end, we are committed to providing investors with innovative products they never considered or thought possible.
DISRUPTION
Innovator is leading the Defined Outcome ETF Revolution™, through its Defined Outcome ETFs™ —the world’s first and largest ETF family that seeks to provide defined exposures to broad markets; a concept that has formerly been confined to the multi-trillion dollar annuity and structured products markets.
RELENTLESS SIMPLIFICATION
We believe the investment product world has become convoluted and complex. The inner workings of a product may be intricately woven, but the way it is delivered must be relentlessly simple.