Jim Worden serves as chief executive officer, chief investment officer, and founder of Straightway Financial, bringing more than two decades of experience across portfolio management, investment strategy development, and platform oversight. His career spans advising clients directly, building advisory platforms, and managing mutual funds. Worden has designed a range of investment models, from fundamental and risk-based approaches to quantitative and technical strategies, incorporating mutual funds, ETFs, equities, and alternative assets. He has led efforts in both active and passive management, implemented core-satellite frameworks, and developed single and multi-factor strategies tailored to diverse client needs.