Certis Capital Management, Inc.

Todd Dawes is a financial advisor at Merus Advisors, LLC in Santa Barbara, CA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merus Advisors since 2016, alongside roles at Certis Capital Management, Inc., Amet Partners, and Finalis Securities LLC. Merus Advisors serves individual clients and families, often business owners with multiple investment entities, providing comprehensive financial advisory services including asset-allocation guidance and investment due diligence. The firm evaluates third-party advisers and investment opportunities to advise clients on engagement decisions, combining macroeconomic analysis with classical portfolio theory to tailor low-volatility, low-correlation portfolios according to client goals.

Kelly Smith is a financial advisor at Merus Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merus Advisors since 2016 and Certis Capital Management, Inc. since 2005. Merus Advisors serves individual clients and families, often business owners with additional entities holding real estate or other investments. The firm provides broad financial advisory services focused on evaluating third-party advisers and investment opportunities, combining macroeconomic analysis with classical portfolio theory to tailor strategies that emphasize lower volatility and low correlation.

David Backens is a financial advisor at Certis Capital Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Finalis Securities LLC, Amet Partners GP, LLC, and Merus Advisors, LLC. He serves as President and Portfolio Manager at Amet Partners GP, a hedge fund investing in California Carbon Allowances. Certis Capital Management operates as a multi-family office serving high net-worth individuals and families, generally with relationships of $20 million and above. The firm provides portfolio management, financial planning, and broader family-office services, employing an investment process that emphasizes low-volatility, low-correlation allocations based on macroeconomic analysis and classic portfolio theory.