Justin Wai

Justin Wai, CFA, CAIA, brings deep expertise in equity research, dividend growth, and low-volatility, deep-value investing. He co-managed dividend growth portfolios alongside Greg at Sabal Trust and continued there for five years after. Justin’s disciplined, capital-preservation approach is a deliberate complement to Greg’s high-conviction growth process, giving clients two independent investment lenses rather than one. He also provides the firm’s continuity of care, so your relationship is never dependent on a single person.