David is a founding member of Season Investments. He serves as the firm's Chief Compliance Officer as well as sitting on the investment committee overseeing the management of client assets. David spent nearly ten years in various roles primarily managing individual client assets prior to co-founding Season Investments. David graduated with a degree in Finance from Colorado University in Colorado Springs in 2003 and earned the Chartered Financial Analyst (CFA) designation in 2006. David and his wife Mandy have three children and spend most of their free time with friends and family in and around Colorado Springs.
Deep value investor, searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. Primarily balance sheet focused, but also looking for great businesses that I can understand.
Interests: gold, silver, capital markets. Black swan style of thinking. Austrian economics and conspiracy theories. Peter Schiff, G Edward Griffin, and PIMCO. Love economics, trading information, gold, silver. Off kilter views. Stray from the herd and formulate objectively.
W David Beutel, CFA, CFP, is president of Dynamic Allocators, LLC, a Registered Investment Adviser based in Houston that specializes in valuation-driven strategies that incrementally shift portfolios between risky and defensive assets based on the changing intermediate-term opportunity set available in the market.
A graduate of Stanford University and registered investment professional since 2005, Mr. Beutel has earned the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP), Certified Employee Benefit Specialist (CEBS), and Chartered Financial Consultant (ChFC).
Living in southern Ontario (Canada) in a city of 120,000.
Working in higher-ed for the past 30 years.
Certified accountant and experienced in IT but always interested in economics and investments.
Always pretty conservative investor, but gradually become moreso as retirement nears.
.holding a Master degree in engineering from Technical University of Munich (Germany)
.full time investor since more than 15 years. Yes - I do make my living from investments (not trading) since. I canot afford to lose money.
Just started investing a few years ago - before that it was deferred comp in mutual funds. Now they're rolled over and self-directed. I'm retired but not dying so growth is still important. I'm comforted if a lower rate of appreciation is offset by happy dividends. I'm an investor, not a trader.
Started at Motley Fool as like-minded, focused, and understandable. I have since found Seeking Alpha and the cast of Dividend Growth Investor contributors. I've found a place where the principals are understandable, make sense, provide useable guidance, and did I mention make sense?
It's working OK but should be working better. I'm learning and working on language skills. At first nothing made sense because I didn't understand the terms (meaning and application). It's getting better.
By way of a Thank You, much of what I've leaned has come from the efforts and willingness to share of (alphabetically) chowder, David Van Knapp, Dividend Growth Investor, Dividends4Life, J.D. Welch. I also enjoy the perspective and style of Kevin Flynn.