Efficient Alpha provides written content & investment research solutions for small and medium-sized advisor firms. Our core products include: financial newsletters, blogging, presentation preparation, investment research and ghost writing. Our normal clientele are small to medium-sized firms with research, analysis, or marketing needs but whom may have insufficient staff or topic expertise. Joseph Hogue, founder and analyst, has more than ten years in the investment industry and holds the Chartered Financial Analyst designation. His experience covers a wide range of investment related areas but he specializes in web & social media content for financial advisors and other professionals. His work has been published by the International Economic Development Council, Alternative Latin Investor, Emerging Money, Morningstar, and the financial website Seeking Alpha. Mr. Hogue is also the administrator for the FinQuiz Blog, an online source for CFA exam preparation advice and preparation. Working from Medellin, Colombia, he has worked for clients ranging from individual investors to large multinational firms. Prior to his work as a financial writer, Mr. Hogue worked as an economist for the State of Iowa, as a consultant on trade issues and analyzed real estate development deals in Colombia. A veteran of the United States Marine Corps, Mr. Hogue is a graduate of Iowa State University with a B.S. in Finance, a B.A. in Communications, and a Master’s in Business Administration. He is the former Communications Chair on the board of directors for the CFA Society of Iowa. Areas of Interest: · Financial Blogging and Social Media Content · Equity Research and Analysis · Strategic Asset Allocation & Portfolio Planning
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Douglas Tengdin, CFA is a portfolio manager and investment analyst living in Hanover, NH. He has worked in the investment industry since 1974, when started as a mail-boy for a regional municipal underwriter in Minneapolis, Minnesota. He has managed portfolios in Boston; Providence, Burlington, VT; and Tunis, Tunisia.
He is currently the Chief Investment Officer for Charter Trust Company, a New Hampshire-based Wealth Management firm with over $1.6 billion in assets. His daily blog has been published since 2007. He has several radio shows around New Hampshire, and his daily thoughts are published on his web-site.
He received his CFA Charter in 1992, and is an active volunteer with the CFA Institute. He was the founding President of the Vermont CFA Society.