Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC. GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status. RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations. Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division. Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm. Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
Don't entirely like the monetary system in the US - Quote: "It is well enough that people of our American nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning."
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"Why not go out on a limb? That's where the fruit is."
I tend to invest in high-yield, high-risk, but I believe my purchases are long term holdings.
-- Working as a tax guy in Orange County, CA.
Semi-retired 31 year Firefighter, retired at 53 and presently teaching future firefighters. Managing my retirement investments and cash brokerage accounts. Invest weekly, mostly long positions in dividend growth stocks, REITs, BDC's, ETF's, Bond funds. Long term goal is a high income portfolio that allows me to SWAN and not have to manage constantly. So far so good!
Mr. Lloyd is a private investor based in Texas. He has recently worked at CCM Opportunistic Advisors, an emerging manager fund, and Invesco, where he was a Managing Director 11 years. At Invesco, he was lead manager of the $5 billion Constellation Fund and the $1.4 billion Summit Fund. He has also worked in the energy industry for 5 years and served in the U.S. Navy for 8 years as a Naval Flight Officer flying in the S-3B Viking.
•Mr. Lloyd received a BBA from the University of Notre Dame and an MBA from the University of Chicago.
•Mr. Lloyd holds the Chartered Financial Analyst® designation
Former Management Consultant at a large big four accounting firm focusing on strategic initiatives, current state assessment and large global organizational transformations. Experienced in process improvement and design as well as project management, and organizational strategy and change management. Currently attending law school.