Seeking Alpha

David McMillan

 
ABOUT
David McMillan CFP®, RFC® is co-founder of Caledonia Wealth Management, Ltd a Wealth Management Firm serving high net worth families and individuals, based in Boulder Colorado. David’s financial expertise is largely focused on sustainable investment practices and investment solutions and follows a philosophy of achieving growth while reducing downside risk through tactical portfolio design. His areas of expertise extend to alternative investments, separate account management and international opportunities. A UK citizen, David brings international experience to wealth management services and investment opportunities, and serves as a member of the European Focus group for the National Financial Planning Association that ...More
SNAPSHOT
  • Description: Financial advisor. Trading frequency: Infrequent
  • Interests: Bonds, ETFs, Mutual funds, REITs, Retirement savings, Stocks - long, Stocks - short
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