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Lee Eugene Munson » Profile

Lee Eugene Munson is the founder and chief investment officer of Portfolio, LLC (http://www.portfoliollc.com/). He is a regular commentator on CNBC and writes a daily trading blog on Seeking Alpha. Mr. Munson has a significant and salient background in the financial services industry. Early in his career, he worked as a speculative stock trader on Wall Street during the dot-com boom and bust until he had an epiphany. Lee began to question everything about his approach to investments starting with the basics. He returned to his home in New Mexico to begin down the long road dedicated to accomplish every aspect of his goal. While a vice president of Schwab Private Client in Albuquerque, Mr. Munson earned a Certified Financial Planner designation and passed the rigorous exams to earn the Chartered Financial Analyst charter. Lee's conspicuous success, acumen, and client satisfaction lead inevitably to the formation of Portfolio, LLC (http://www.portfoliollc.com/), a company dedicated to independent research and value investing. Mr. Munson is a graduate of the prestigious St. John's College in Santa Fe. He serves on the boards of the New Mexico Estate Planning Council, the Santa Fe Film Festival and the Financial Planning Association of New Mexico.

Lee Eugene Munson's Company

Portfolio Asset Management Why choose Portfolio, LLC?

In a word, unprecedented: our economy is facing challenges unseen in decades. Why would you continue to work with the same institutions that helped create this problem?

At Portfolio, LLC we are:

• Your fiduciary: We are legally required to only act in our client’s best interest.

• Fee-based only: We do not receive compensation from any commission-based products including mutual funds, annuities, and insurance.

• Transparent: 24/7 access to your accounts from two independent sources.

• Direct access: Personal contact with your Chief Investment Officer, Lee Eugene Munson, CFA, CFP.

• Independent: Our only business is money management. We use all available sources of information and are not limited to the agenda of a single institutional research department.

• Call us. 505-884-3445

Portfolio, LLC is an independent Securities and Exchange Commission (SEC) registered investment advisory firm offering personal money management.
Visit http://www.portfoliollc.com »
Company Contact Details
Phone Number:
505-884-3445
Email Address:
lee@portfoliollc.com
Location:
New Mexico; USA
Web URL:
http://www.portfoliollc.com

Lee Eugene Munson's Blog

LEEMUNSON.NET A frequent commentator on CNBC’s Closing Bell, Lee Eugene Munson has been quoted in Business Week, TheStreet.com and publishes frequent articles on SeekingAlpha.com. He is the chief investment officer of Portfolio, LLC, and is one of New Mexico’s distinguished investment advisors. In 2009, The New Mexico Business Weekly named Lee’s firm, Portfolio, LLC as one of the top money managers. Early in his career, he worked as a speculative stock trader on Wall Street during the dot-com boom and bust until he had an epiphany. Lee began to question everything about his approach to investments starting with the basics. He returned to his home in New Mexico to begin down the long road dedicated to accomplish every aspect of his goal. While a vice president of Schwab Private Client in Albuquerque, Mr. Munson earned a Certified Financial Planner designation and passed the rigorous exams to earn the Certified Financial Analyst charter. Lee’s conspicuous success, acumen, and client satisfaction lead inevitably to the formation of Portfolio, LLC, a company dedicated to independent research and value investing. Mr. Munson is a graduate of the prestigious St. John’s College in Santa Fe. He serves on the boards of the New Mexico Estate Planning Council, the Santa Fe Film Festival and the Financial Planning Association of New Mexico.
Visit http://leemunson.net/ »
Articles by Lee Eugene Munson »
Snapshot
  • Portfolio manager
  • Trading frequency: Weekly
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Mutual Funds
  • Retirement Savings
  • Stocks - long
  • Stocks - short