Janus Capital Group Inc. (JCG) is a global investment firm dedicated to delivering better outcomes for clients through a broad range of actively managed investment solutions, including fixed income, equity, alternative and multi-asset class strategies. It does so through a number of distinct investment platforms, including investment teams within Janus Capital Management LLC (Janus), as well as INTECH Investment Management LLC (INTECH) and Perkins Investment Management LLC (Perkins), in addition to a suite of exchange-traded products under the VelocityShares brand as well as global macro fixed income products under the Kapstream brand. Each team brings distinct asset class expertise, perspective, style-specific experience and a disciplined approach to risk. Investment strategies are offered through open-end funds domiciled in both the U.S. and offshore, as well as through separately managed accounts, collective investment trusts and exchange-traded products.
Value investor running a long-only partnership/SMAs, as well as a Marketplace subscription for objective buyside research. Pseudonymous to protect my IR access but I’m always up for a conversation with anyone interested in value investing or mental models. I also collaborate with a few well-known hedge fund managers and am open to swapping notes if we're looking at similar names.
My Marketplace subscription service, called “Outsourced Analyst,” provides small-mid-sized funds, family offices, or high-net-worth investors the workflow of an analyst for a hundredth of the price. I write objective coverage of high-quality, underfollowed small-caps that I'm working on / following. Subscribers also have early (sometimes exclusive) access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
Seeking Alpha T&C requires me to disclose that I'm a registered investment advisor; regulations require me to reiterate that nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
I'm an individual investor who has been investing for over 20 years. I am semi-retired and focused on creating a portfolio that will return enough to meet my needs with as little risk as possible.
I could provide some qualifications that pertain to my investment knowledge, but I don't think such issues matter much. Instead, I'll provide a true personal story that captures my view on the pursuit of stockpicking alpha:
At the completion of my first year as a starting pitcher in Little League, I had an undefeated pitching record and top strikeout tally. Nobody could hit my curve ball. I was admired by the league's coaches and my peers alike. The next year, my hubris caused me to ruin my arm throwing far too many curve balls, thus ending my baseball dreams. Meanwhile, my best friend in Little League diminished his early success because he never threw curve balls. His parents wouldn't allow it. In spite of his early disadvantage, he ended up an MLB All Star and World Series winning pitcher. Most kids have big, improbable dreams. Yet I've known only one person who actually achieved his big childhood dream. What does this have to do with investing?
In the investment world, there are constant displays of confidence and bold claims of superior methodologies, yet I've still not found one nonprofessional investor who could prove that he had beaten a benchmark index for over a decade. Like my Little League success, nearly all investment outperformance reverses course. I believe that the odds an investor will beat an appropriate benchmark for an entire lifetime are no greater than a Little Leaguer becoming a All-Star with a championship ring.
The Market News tracker is my favorite part of this website. Otherwise, I see the website mainly as a social media venue for aspirational stock hobbyists & advisors who are 110% certain that they're endowed with special investing skill. Never mind that almost none can provide a meaningful, long-term record of outperformance. Fortunately for the authors, the website is very supportive. Comments critical of articles are often removed, and bloggers can trumpet good luck and misremember blunders without troublesome fact checking. The unconditional love enables bloggers to achieve popularity with skillful self-promotion, gravitas, and a likable persona. An ambitious subscription stock-tip blogger would be well advised to study the techniques of Tony Robbins and Deepak Chopra rather than Warren Buffett and Ben Graham.
"You make more money selling the advice than following it."
James Picerno is a financial journalist who has been writing about finance and investment theory for more than twenty years. He writes for trade magazines read by financial professionals and financial advisers. Over the years, he’s written for the Wall Street Journal, Barron’s, Bloomberg Markets, Mutual Funds, Modern Maturity, Investment Advisor, Reuters, and his popular finance blog, The CapitalSpectator.
Visit: The Capital Spectator (www.capitalspectator.com)
I am an individual investor. Before I retired I was an active trader, but I use a more conservative approach now. Like many in my situation, I am looking for dependable yield.
I am not an economist, but have almost enough post-graduate economics credit to earn an MS. I had a hard time with integration, and one can't be an economist without integral calculus. I also have done graduate work in online curriculum design.
During my years in Houston I worked as a systems integrator (software and hardware consultant) focusing on Land Use. For a while I was an executive with a geophysical services firm there. I have also been a landlord and owned oil wells. There's nothing like having skin in the game for learning how things really work. Having been away from petroleum exploration and production for so many years, I consider myself to have a layman's knowledge of the economics and technology of the industry. It's a pretty good understanding, but I communicate in words most people understand. Shortly before my retirement I did some consulting for a few large chemical and refining operations. I say operations because some of them were plants owned by major integrated oil companies and some were independent chemical manufacturers. This experience gave me a more complete understanding of the manufacturing end of the energy industry.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
Michael Ashton has been a recognized leader in developing the U.S. inflation derivatives market. He traded the first interbank U.S. CPI swaps in 2003 and, as a dealer, was a primary liquidity-provider in that market for two large banks. He represented about one-third of interbank swaps volume during his tenures at those firms. He invented and was the sole market-maker for the CME CPI Futures contract. He has written and spoken extensively about the use of inflation-indexed products for hedging real exposures, and has written more broadly in a commentary format about the rates markets and macroeconomy. Mr. Ashton is currently the managing principal at Enduring Investments LLC. His comments on this site and others are not posted in that role, and no opinions of his should be construed to be recommendations of or to reflect the views of his employer. He recently published "What's Wrong With Money? The Biggest Bubble of All."
Dr. John Hussman is the president and principal shareholder of Hussman Econometrics Advisors, the investment advisory firm that manages the Hussman Funds ( http://www.hussmanfunds.com). He holds a Ph.D. in economics from Stanford University, and a Masters degree in education and social policy and a bachelors degree in economics from Northwestern University. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. In the mid-1980's, Dr Hussman worked as an options mathematician for Peters & Company at the Chicago Board of Trade, and in 1988 began publishing the Hussman Econometrics newsletter. Virtually all of Dr. Hussman's liquid assets are invested in the Hussman Funds.
Note: Dr. Hussman is not an active contributor to Seeking Alpha; rather, SA editors excerpt regularly from Dr. Hussman's public commentary.
Rick Ferri is founder and Managing Partner of Portfolio Solutions, LLC. His firm provides low-cost investment management services using low-cost index funds and ETFs and currently manages more than $1.4 billion in AUM. Through his work as a researcher, author and investment manager, he continually monitors and evaluates the latest trends related to index funds and exchange-traded funds (ETFs).
Rick is responsible for research and education at Portfolio Solutions® where he utilizes his in-depth research about index fund investing strategies to head the Investment Committee. In addition, he shares his insights as a frequent news commentator, Wall Street Journal Expert panelist, Forbes columnist, media contributor and public speaker.
Rick has written six investment-related books including "The ETF Book", "The Power of Passive Investing" and "All About Asset Allocation". He publishes regularly on RickFerri.com as well as writing guest articles for the Journal of Financial Planning and other publications. He holds a B.S. in business, and an M.S. in finance. He has also earned a Chartered Financial Analyst (CFA) charter.
Bill Gross is a Portfolio Manager responsible for managing the Janus Global Unconstrained Bond Fund, and all related portfolios, and leading efforts to build out Janus' global macro fixed income capabilities. He also serves as an integral member of the Janus Capital Group Global Allocation Committee focused on the expansion of Janus' global asset allocation business. He is based in Newport Beach, California. Mr. Gross co-founded PIMCO in 1971 and served as managing director and Chief Investment Officer until joining Janus in 2014. Throughout his career, Mr. Gross has received numerous awards including Morningstar Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000 and 2007. He became the first portfolio manager inducted into the Fixed Income Analysts Society’s Hall of Fame in 1996 and received the Bond Market Association’s Distinguished Service Award in 2000. In 2011, Institutional Investor magazine awarded him the Money Management Lifetime Achievement Award. He is a renowned expert within the bond market and is at the forefront of thought leadership on the subject of fixed income investing. He is also author of the books, Everything You’ve Heard About Investing is Wrong and Bill Gross on Investing.
Mr. Gross holds an undergraduate degree from Duke University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He has 44 years of financial industry experience.
Tom Vaughan was 12-years old when his math teacher gave each student $3,000 of Monopoly money to buy and sell stocks. He was told that, at the end of three months, the students with the top returns would be given a special field trip.
Growing up in Silicon Valley and watching the tremendous wealth created by the stocks of some of the world’s greatest companies, inspired him to learn about investing in the stock market. He went home and told his parents about this contest, and they took him to see his grandfather, who was an avid stock market investor. He sat Tom down with the stock listing from the local paper, showing him what he looks for in a good stock. Together they picked three stocks to buy and then they would meet every week to track the progress. This was the genesis of Tom’s life-long interest in investing.
At the end of the contest, they lined the students up on the playground by rate of return. Tom was at the front of the line. He had won the contest. Interestingly enough, the special field trip that he qualified for was a trip to Alcatraz. This is an interesting place to take a budding financial professional. Perhaps, more of our country’s financial professionals should have started this way.
His grandfather was so excited by his interest in investing that they continued to work together on Tom’s investing education. Unfortunately, only two years after helping Tom win the investing contest, his grandfather passed away. He had lost his investing mentor.
Tom then saw what happened to his grandmother. His grandparents had a traditional relationship. Tom’s grandfather handled all of the money and his grandmother was given an allowance to handle the household needs. Although Tom’s grandfather was one of the best investors he have ever met, his grandmother did not have any idea what was in her portfolio and when his grandfather passed, away chaos ensued. He was determined at a young age to help people with investing advice. His advice and outlook has always reflected having his grandmother as his first client.
In 1987, he went to work for a Wall St. investment firm called First Investors. Anyone with a conscience will only last a few years at a firm like this. For example, the firm had its own mutual funds. Everyone worked on a straight commission and the firm would pay twice as much commission if you sold one of its funds versus another company’s funds. The pressure from management to sell these funds regardless of how they performed was intense. This was not a place for his grandmother’s portfolio.
He left and started his own firm, Retirement Capital Strategies (RCS). He selected LPL Financial to clear his business because they did not have any of their own investments, thus reducing the conflict of interest. As his own boss, he did not have to worry about pressure from management to put the wrong things in his clients’ portfolios.
This concept of independent, no conflict of interest, client-first financial advice was wildly successful. RCS was one on the fastest growing Financial Planning and Money Management firms in the country. RCS eventually ended up with three offices in San Jose, Danville and Napa. Over a 26-year period, Tom personally performed over 6,000 financial plans and managed hundreds of millions in assets for over 700 clients. His advice on this website is based on the extensive experience of working with these real life clients.
Over time, he was still dissatisfied with the massive conflicts of interest that exist in the financial advice industry as it stands today.
He saw an opportunity to create a completely new conflict-free, low-cost advice model. He decided to risk everything, cash out of his Financial Planning practice, and show people how to become self-sufficient investors.
By closely watching the investment advisory business, he saw an opportunity to help self-sufficient investors by creating a conflict free, no market-timing set of investment newsletters that contain portfolios of the lowest cost ETFs for the self-sufficient investor to replicate. He also gives ongoing advice on when to replace a portion of the portfolio with a better alternative, when to perform a rebalancing, and educational information on the Remonsy Retirement Income Builder program. All of this advice is designed to help you improve your retirement and help you become a more self-sufficient investor.
The same advice that he charged his clients an average of $4,000 per year is now available in his newsletters.
Institutional investment manager authoring on a variety of topics that pique my interest, and could further discourse in this online community. I hold an MBA from the University of Chicago, and have earned the CFA designation.
My articles may contain statements and projections that are forward-looking in nature, and therefore inherently subject to numerous risks, uncertainties and assumptions. While my articles focus on generating long-term risk-adjusted returns, investment decisions necessarily involve the risk of loss of principal. Individual investor circumstances vary significantly, and information gleaned from my articles should be applied to your own unique investment situation, objectives, risk tolerance, and investment horizon.
25 years experience in Quantitative investment research, portfolio management, and stock market data analytics. 18 years experience in index trading / ETF strategist. Risk manager.
Evidence based, mean revision / time series / seasonal studies applied towards general market trends with a focus on long term format.
Frank Grossmann (founder and partner of logical-invest.com)
I am Swiss and living in Zurich. I studied Microtechnics at the Federal Institute of Technology in Lausanne and Business Administration at the Federal Institute of Technology in Zurich. After the studies in 1989 I founded Labocontrol AG. This company was sold to the US company Digital Now Inc. where I continued to work as a chief scientist.
Since 13 years I have my own software company Colour-Science.com which develops algorithms for digital image processing. These algorithms do things like image enhancement, red eye removal or pattern (face) detection. My passion however was always to search for pattern in financial data and then develop and back test rule based investment strategies.
Individual investor. On double secret probation for commenting on SA articles, especially for pointing out that a portfolio that an RIA was using as an example of the kind of great advice he would provide had a drawdown of over 60%.
Baijnath Ramraika, CFA is a cofounder and the CEO/CIO of Multi-Act EquiGlobe Limited. Baij learned and perfected his investment philosophy and process under the capable guidance of Mr. Prashant Trivedi, the founding Chairman of Multi-Act. Having spent the first few years of his investment career researching companies globally, he had something of an epiphany as he made a shift from resorting primarily to fundamental investment research to leaning towards quantitative investment processes. Old habits die hard. Not surprisingly, much of the quantitative processes developed and practiced by him are driven by lessons learnt as a fundamental analyst. Apart from working on his quantitative models, he continues to spend some of his time on fundamental analysis of companies as well. His investment philosophy primarily rests on buying high quality businesses at bargain to reasonable prices and shorting poor quality businesses at prices that discount blue skies and have poor price momentum. Baij writes on several investment and other topics of interest to him. Baij’s author page at SSRN lists some of his research papers including his research papers on high quality stocks. With George (Yiorgos) Allayannis, Baij co-authored an academic case study (Comerica Incorporated: The Valuation Dilemma) and a technical note (Bank Valuation Issues). Baij earned his MBA from Darden Graduate School of Business at University of Virginia in 2009 where he was the Sr. Portfolio Manager of the Cavalier fund at Darden Capital Management (DCM). In 2004, he completed all the three levels of CFA program of the CFA Institute and is a CFA charter holder. He earned his chartered accountant qualification in 2001 from the Institute of Chartered Accountants of India (ICAI) with a 41st rank in the final examinations on an all over India basis. He earned his undergraduate degree (B.Com) from Deen Dayal Upadhyay Groakhpur Univeristy (DDUGU). Baij and his wife live in the city of Pune with their two little angels.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
Retired 42yr old semiconductor industry exec. Currently living in my RV traveling the US. 'Working' part time managing my retirement portfolio and making sure it lasts forever!
Writing a blog about my investments and managing a retirement portfolio.
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 20-year old daughter, Wei Gordon.
Chris Ciovacco is the founder and CEO of Ciovacco Capital Management (CCM), an independent money management firm serving individual investors nationwide. The thoroughly researched and backtested CCM Market Model answers these important questions: (1) How much should we allocate to risk assets?, (2) How much should we allocate to conservative assets?, (3) What are the most attractive risk assets?, and (4) What are the most attractive conservative assets?
Chris is an expert in identifying the best ETFs from a wide variety of asset classes, including stocks, bonds, commodities, and precious metals. The CCM Market Model compares over 130 different ETFs to identify the most attractive risk-reward opportunities.
Chris graduated summa cum laude from The Georgia Institute of Technology with a co-operative degree in Industrial and Systems Engineering. Prior to founding Ciovacco Capital Management in 1999, Mr. Ciovacco worked as a Financial Advisor for Morgan Stanley in Atlanta for five years earning a strong reputation for his independent research and high integrity. While at Georgia Tech, he gained valuable experience working as a co-op for IBM (1985-1990). During his time with Morgan Stanley, Chris received extensive training which included extended stays in NYC at the World Trade Center.
His areas of expertise include technical analysis and market model development. CCM’s popular weekly technical analysis videos on YouTube have been viewed over 700,000 times. Chris’ years of experience and research led to the creation of the thoroughly backtested CCM Market Model, which serves as the foundation for the management of separate accounts for individuals and businesses.
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After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; I have pretty much "been there and done that" at one point or another. I am currently a silent partner for an RIA in Houston, Texas.
The majority of my time is spent analyzing, researching and writing commentary about investing, investor psychology and macro-views of the markets and the economy. My thoughts are not generally mainstream and are often contrarian in nature but I try an use a common sense approach, clear explanations and my “real world” experience in the process.
I am the Chief Editor of the REAL INVESTMENT REPORT, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life.
I also write a daily blog which is read by thousands nationwide from individuals to professionals at www.realinvestmentadvice.com.
Weather-Eye Advisors is a Registered Investment Adviser providing individualized portfolio management at mutual fund costs. To reduce risk, our strategy follows money flows, monetary policy, and central bank actions. We service accounts large and small. We specialize in all-weather adaptive portfolio strategies. These portfolios are based on a combination of passive investing and active allocation changes. We use passive investments to lower fees, and strategic allocation strategies to minimize loses in down markets. These active allocation changes help to maximize the return for a given level of market movement. Call us at 248-487-9433 for more information or Skype us at Cretcher for a complimentary Skype consultation. We focus on ETFs, bonds, and preferred stocks. To minimize transaction costs we utilize Scottrade's low cost platform as custodian. Minimum account size is $5000. We service US and international clients. David Cretcher is the author of the Quick Guide to Risk-Managed Investing,. David also spends time as an international investment consultant in Sao Paulo, Brazil. He has an A.B. in Economics from Miami University, and an M.B.A. from The Ohio State University. Between degrees, he served as US Coast Guard officer.
I am a 30-year veteran of the bond market. My career began at the Open Market Desk of the Federal Reserve Bank of New York and the significant majority of the subsequent years were spent trading (Treasuries) or selling high grade fixed income product for some of the largest primary dealer firms. I am currently “on the beach” and choose to remain in contact with the bond business via my blog (http://acrossthecurve.com/). Thanks in advance to all who contribute, and since this is a work in progress, I invite constructive criticism regarding the structure and format of my blog (http://acrossthecurve.com/).
John can be contacted at email@example.com (mailto:firstname.lastname@example.org)
Visit John's blog, Across the Curve (http://acrossthecurve.com/)
Follow John on Twitter: @acrossthecurve
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
Cliff Wachtel, CPA, is currently the Director of Market Research, New Media and Training for Caesartrade.com, a fast growing forex and CFD broker. He covers a variety of topics including global market drivers, forex, currency hedged and diversified income investing, and is currently working on a unique project related to that asset class - MLPs.
He is also the author of The Sensible Guide To Forex, and publisher of thesensibleguidetoforex.com. Both the book and website are uniquely dedicated to providing safer, simpler ways for active traders and passive long term income investors to use forex markets to diversify out of currencies like the USD, EUR, JPY, and others that are being debased by central bank policies, and so hedge currency risk and boost returns.
Since the Great Financial Crisis began in 2007, Cliff was among the first financial writers to focus on stocks that provide steady, high yields currency diversification for insurance against currencies being steadily devalued. Articles focus on both top income stocks for exposure to multiple quality currencies, and safer, simpler less demanding types of longer term forex trades than commonly covered on other forex sites.
He also posts a variety of articles on topics ranging from weekly strategic global market analysis, conservative forex trading, assorted special reports, currency diversified income investing, binary options, and trader training articles via multiple websites. His home sites include: globalmarkets.anyoption.com, thesensibleguidetoforex.com, caesartrade.com, globalmarkets.com, and others. Most can also be found at leading financial websites like seekingalpha.com, businessinsider.com, and forex sites like forexfactory.com and fxstreet.com. His work is regularly translated into numerous languages, including Spanish, French, Italian, Turkish and Russian, Arabic, German, and Chinese, often with his express knowledge and permission!
He has appeared in a variety of offline publications including Forex Journal, and John Nyaradi’s book, Super Sectors, in which he was interviewed along with other market experts like Jim Rodgers, Dr.Marc Faber, John Mauldin, Robert Prechter, and Tom Lydon.
Prior to his current positions, he was Chief Analyst at avafx.com, and a 30+ year financial market veteran as investor, trader, writer, analyst and advisor to private clients and institutions. He attended Vassar College and Cornell University, and is a certified public accountant.
He’s married with 5 children and lives in Jerusalem, Israel, where he can follow Asian markets in the early morning, Europe through the workday, and the Americas at night.
Seeking Alpha's editors are responsible for selecting and editing contributed articles and producing Seeking Alpha's own content. Seeking Alpha produces news briefs ( http://seekingalpha.com/by/type/news-briefs) which are collated every morning into Wall Street Breakfast (http:// seekingalpha.com/by/type/wall-street-breakfast), our Housing Bubble and Real Estate Market Tracker (http://seekingalpha.com/tag/housing-bubble-and-real-estate-market-tracker), key excerpts from new IPO filings (http://seekingalpha.com/by/ type/ipo-analysis), portfolios (http://seekingalpha.com/tag/portfolios) of well-known investors, and summaries of Jim Cramer's stock picks (http://seekingalpha.com/by/type/cramers-picks). Seeking Alpha's editors also monitor our Interactive Q&As (http://seekingalpha.com/by/type/interviewsqa) to ensure cordiality. All Seeking Alpha editors adhere to our full compliance standards.
Managing Partner and Chief Investment Officer of FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds.
At FMD Capital Management we excel at developing and managing growth or income strategies for our clients in every market environment.
A fundamental tenet of our firm is that risk within any investment should be identified and planned for well in advance of any purchases. It’s this type of strategic planning that will segue into successful changes to our client's portfolio as part of our active management philosophy.
Investors in today’s turbulent times have to face real threats to their retirement nest egg that include: stock volatility, inflationary fears, currency manipulation, and commodity price swings. The combination of these factors and more, have provided us with an unprecedented level of opportunity and risk in today’s markets.
The global landscape has never been more accessible to capital than it is today. Our technical expertise in research and trading allows us access to virtually any market in the world. This opens the door to select the investments that we feel are the strongest opportunities for your assets.