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sudburyjakes

sudburyjakes
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ABOUT
I am both a corporate and personal CFO managing wealth in the 9-figure range. I am a conservative long term investor who looks to own large, profitable companies that throw off dividends in addition to the opportunity for capital gains. I don't spend time looking at short term time horizons, therefore, I don't focus on trading or technical analysis.

In addition to financial data, I concern myself with the quality of management and the macro perspectives of the industries involved.
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, Retirement savings, Stocks - long
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