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Brian Johnson

Chief Investment Strategist/Portfolio Manager

As Chief Investment Strategist, I am responsible for equity and fixed income research as well as determining the asset allocation and portfolio construction of our strategies.

As Portfolio Manager, I manage each of our firm’s actively managed strategies and am responsible for determining the investment opportunities best suited to satisfy our asset allocation and portfolio construction needs. This includes the evaluation of equity and fixed income ETFs and mutual funds as well as individual stocks. I utilize both fundamental and technical analysis in determining the proper asset allocation mix given the current market environment. Our strategies are differentiated through the ability to hold cash, as well as a satellite allocation that allows for tactical investments.

Additionally, I participate in and supervise the trading process.

Prior to joining Appropriate Balance I was a Portfolio Manager with Globe Capital Managers, where I managed equity portfolios as well as made private equity investments. Additionally, have experience in startups and angel investing through my involvement with the Tacoma Angel Network and work as an early employee of CampRegister.com.

I hold a Bachelor of Business Administration degree from Pacific Lutheran University.

Outside of the office, I can usually be found helping coach my son’s basketball teams, reading books to my daughter, or enjoying a moment of peace with my wife, Holly.