The Former Orion Portfolio Solutions and Pacific Financial Group Sales Executive Brings Valuable Experience and Distribution Capabilities to Support Toews’ Growth
NEW YORK, NY (April 24, 2023) – Toews Asset Management, a national, boutique risk-managed investment advisor with $1.9B in assets under management and administration, is excited to announced the appointment of Cory Kendall as its new Managing Director of Strategic Partnerships.
The addition of Kendall to Toews’ Sales Leadership team is a strategic move in response to today’s unprecedented need for investors to understand and implement risk-managed strategies as a critical part of diversifying their investment portfolios. By expanding and nurturing relationships, he will build on Toews’ current trajectory and support growth as the firm continues to serve as risk manager for advisors in service to a brighter future for investors.
“The Toews team has an incredible track record of success and I look forward to helping them unlock the next stage of their growth,” said Kendall. “The firm’s unique approach to risk management resonates well with investors and advisors, but I believe that I can bring an additional level of sales knowledge to help expand their network, support existing clients and advisors further and develop key partnerships.”
Kendall has an extensive background with over two decades of experience in sales leadership in the financial industry. Most recently, Kendall acted as Fintech and Sales Strategy Consultant for CK Consulting as well as Executive Vice President of Sales Strategy for The Pacific Financial Group Inc. Prior to these roles, he served as Executive Vice President of Sales with leading turnkey asset management program Orion Portfolio Solutions.
“Cory’s solid reputation and long-standing industry relationships complement our leadership team’s existing strengths.” said Phillip Toews, CEO of Toews Asset Management. “With his wealth of expertise in building wholesale networks and curating partnerships, we are confident that he will help us expand our reach and continue delivering Toews’ strategies. His thoughtful approach to sales development aligns perfectly with Toews’ client-focused philosophy, and we look forward to the growth opportunities ahead.”
Managing risk for investors has been the leading priority for Toews since 1996. Understanding the economic impact of risk has always been a key element of the firm’s studies on how investors make decisions, and it is an increasing priority for advisors who want to help investors achieve meaningful financial goals. With Cory and the sales team, Toews is deploying leading investment talent and the power of a systematic approach for controlling risk to address challenges many investors have not experienced in their lifetime.
About Toews Asset Management
Toews Asset Management is an SEC-registered investment advisor founded in 1994, with a mission to help investors realize their goals while addressing the economic challenges they face. Toews builds portfolios that hold funds primarily designed to track market indices during rising markets, but deploy loss-avoidance strategies during falling markets. Our process is not based on subjective or predictive methodology. It has used heavily researched options strategies and price-reactive algorithms that attempt to minimize loss and maximize gains.
For more information, visit www.toewscorp.com.
Gregory FCA for Toews Asset Management