Family Office
Avantax Planning Partners (APP)
Avantax Planning Partners, founded in 1983, is a US wealth manager headquartered in Dubuque, Iowa, serving private and institutional clients.The investment approach is led by Co-CIOs Ivan Gruhl and Jennifer Hutchins. Before Avantax, Gruhl was CIO for HK Financial Services, and Hutchins was a portfolio manager at 1st Gl…
Decision-makers
Ted Ferik
Investment Research Manager
Andrew Evans
Investment Analyst
Jennifer Hutchins
Vice President & Co-Chief Investment Officer
Ivan Gruhl
Vice President & Co-Chief Investment Officer
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