USAA - Spring 2015 - (Page 25)

from left : Portfolio managers Regina Shafer (24 years at USAA), Wasif Latif (nine years) and John Bonnell (28 years). Tune Up Your Investment Strategy BY JOSH DEAN PHOTOGRAPHY BY JEFF WILSON, USAA MEMBER nvesting: It seems like a daunting task no matter your experience. And in a postrecession climate, even seasoned investors are unsure about when to press repeat or shuffle their playlist. It's been a long road back after the nation's biggest economic slump since the Great Depression. "I call it the year that would never end," says Julianne Bass, assistant vice president of mutual fund portfolios at USAA, about 2008. "It took about a year for things to turn around." Bass and the rest of USAA's portfolio management team sit 1,500 miles from the hubbub of Wall Street. But they prefer it that way - and would rather be grounded in USA A culture when managing member assets. "On Wall Street, it's hard to distinguish news from all of the noise," says Matt Freund, senior vice president and chief investment officer of mutual funds at USAA. "Being in San Antonio allows the team the advantage to focus on what's important - doing the right thing for our members." Consider this your backstage pass - a chance to connect with the portfolio management team, learn the ropes and tune up your investment plan. SPRING 2015 USA A 25

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USAA - Spring 2015