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Chief Investment Officer at Creekside Partners in SF Bay Area. Specializing in conservative, wealth-preserving strategies. 28 years experience as both investment banker and investment manager with municipal bonds.
- Description: Independent financial planner/advisor. Trading frequency: Daily
- Interests: Bonds, Dividend stock ideas & income, ETFs
Creekside Partners Private client money management. Focus on clients seeking to keep risk low, and after-tax net returns high. Wealth preservation is accomplished through low volatility portfolios, with low fees and low taxes.
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The Tyranny Of Mark-To-Market Bond Holdings http://seekingalpha.com/a/171pr Feb 10, 2014
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