{"id":884,"date":"2025-05-14T17:21:22","date_gmt":"2025-05-14T17:21:22","guid":{"rendered":"https:\/\/www.bellvest.ca\/content-hub\/?post_type=team-members&#038;p=884"},"modified":"2026-06-01T15:55:44","modified_gmt":"2026-06-01T15:55:44","slug":"alan-fustey","status":"publish","type":"team-members","link":"https:\/\/www.bellvest.ca\/content-hub\/team\/alan-fustey\/","title":{"rendered":"Alan Fustey"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Alan is a senior portfolio manager and author who has worked in the Canadian financial services industry for the past 30 years.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">He has managed client portfolios using an investment philosophy which maximizes the benefits of exchange-traded funds (ETFs) as the core holdings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alan also has extensive experience in discretionary portfolio management, derivative securities, strategic financial planning and investment strategies for high-net-worth private clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">His values to his clients are focused on the following themes:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2022 Accepting a fiduciary standard of care to eliminate conflicts of interest;<br>\u2022 Making sensible decisions on their behalf;<br>\u2022 Understanding risk and evaluating whether their capital will be sufficient to meet their needs;<br>\u2022 Reducing costs and making their portfolio management fees visible to maximize their returns;<br>\u2022 Improving the tax-efficiency of the investment return they receive.<\/p>\n","protected":false},"featured_media":2157,"template":"","locations":[95],"team-member-categories":[13,14],"class_list":["post-884","team-members","type-team-members","status-publish","has-post-thumbnail","hentry","locations-winnipeg","team-member-categories-investment-managers","team-member-categories-client-relationship-managers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Alan Fustey - Bellvest Content Hub<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bellvest.ca\/content-hub\/team\/alan-fustey\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Alan Fustey\" \/>\n<meta property=\"og:description\" content=\"Alan is a senior portfolio manager and author who has worked in the Canadian financial services industry for the past 30 years. 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