Individual investor with a background in accounting and economics. Typically very long-term oriented with an extremely low turnover in my portfolio during a given year. I have been managing my own portfolio since 2007, which is concentrated and non-diversified. Currently long BRK.B, UNP, WFC, MA, PSX, PEP
Automated Information Systems - Since 1998, we have offered our customers, broad based automated information systems solutions in the form of software development, system integration, the best-selected components from industry leading manufacturers, and unique custom designed hardware for specific applications.
A. Michael Lipper is a CFA charterholder and the president of Lipper Advisory Services, Inc., a firm providing money management services for wealthy families, retirement plans and charitable organizations.
A former president of the New York Society of Security Analysts, Mike Lipper created the Lipper Growth Fund Index, the first of today’s global array of Lipper Indexes, Averages and performance analyses for mutual funds.
After selling his company to Reuters in 1998, Mike has focused his energies on managing the investments of his clients and his family. His first book, MONEY WISE: How to Create, Grow and Preserve Your Wealth (St. Martin's Press) was published in September, 2008.
Mike’s unique perspectives on world markets and their implications have been posted weekly at Mike Lipper’s Blog since August, 2008.