Seeking Alpha

Lee Eugene Munson, CFA

 
ABOUT
Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His first book, “Rigged Money: Beating Wall Street at its Own Game” (John Wiley & Sons), was published in December, 2011. Munson is a frequent guest on CNBC’s The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, The New York Times, Forbes, Smart Money, Kiplinger’s Personal Finance and CFA Magazine.
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Monthly
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short
COMPANY
Portfolio Asset Management Keeping risk constant is the key to managing long-term investment goals. With global economic activity in a constant state of change, we seek adaptive models, not static behavior. We believe it most important for investors to focus on the next ten years, not dwell on the performance of the last 50 years. If ...More
BLOG
What Lee Munson Said Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His first ...More
Book
Rigged Money: Beating Wall Street At Its Own Game Rigged Money is based on one simple truth: Wall Street needs money from Main Street, not the other way around. The financial industry has convinced the general public that investing across different asset classes is the only way to protect wealth, but this is an outdated rule that no longer applies. Since ...More