Steven Guyer, CFA worked 17 years for an investment advisory firm managing money exclusively for insurance companies. He took great pride in developing close working relationships with all of his clients. After leaving this firm to pursue other opportunities, Steve was approached by a former client to join them as their Chief Investment Officer. While politely declining, he offered to independently fulfill that role while providing the same service to other select insurance companies. Wellspring was founded on a commitment to work closely with our clients. This commitment will always be our guiding principle. Through client referrals our business has grown.