Grey Owl Capital Management, LLC is an SEC registered investment advisor whose mission is to provide superior absolute investment returns for clients. Founded in May of 2009 and located in Falls Church, VA, the firm provides a go-anywhere, opportunistic investment process that seeks out the best alternatives for capital appreciation across multiple assets classes. The firm’s principals both hold the Chartered Financial Analysts (CFA) designation. You can find out more about Grey Owl Capital Management, LLC at www.greyowlcapital.com or by calling 888-GREY-OWL (888-473-9695).
Richard's first brush with finance was a piggy bank, a penny jar, a miniature wooden house filled with coins from foreign countries. From that moment, he was hooked.
His Dad occasionally took him to the library to study Value Line and how stocks work. That was boring, until...after reading Rich Dad Poor Dad in 8th grade, he realized the importance of saving, investing, and entrepreneurship and began educating himself in earnest.
He graduated from UC Berkeley with a BS in business, emphasis in accounting and finance. He now works as an auditor at Ernst and Young LLP.
Zenith Portfolio Strategies offers advice to wealth management firms in the areas of macro economics, asset allocation and custom portfolio insight. I have advised high net worth individuals for 13 years. For close to 4 years I developed the investment process for a wealth management firm.
The founder Thomas Koehler, has held the CFA designation since 2004.