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As the founder of Bonds For You, LLC, I have been providing strategic investment solutions to sophisticated high net worth individuals since 2000, as a Registered Investment Advisor. Although I manage bond and equity portfolios, my specialty includes cash flow and fixed income solutions, specifically, dividend paying stocks, municipal bonds, zero coupon bonds and certificates of deposits. My work experience includes 21 years of working within the field of business. Over the course of my career as a Financial Advisor, in addition to building and growing my own client base, I was selected to work with the investment team as a leading Financial Advisor at RBC Dain Rauscher. I was responsible for building the core
infrastructure for our team, maintaining current research; generating new investment ideas; monitoring daily performance of securities; evaluating client portfolios; facilitating client trading; participating in buy/sell recommendations; and assisting in the transition from traditional bonds (e.g. municipal, corporate, certificate of deposits and treasury bonds) to cash flow investment ideas (e.g. dividend paying equity securities). Additionally, I advised clients on buy/sell strategies through suitable asset allocation, diversification techniques and financial plans. In doing so, I developed a niche investment strategy including traditional bonds and cash flow investing, using the power of compound interest, and investing in equities for long-term growth.
My business experience also includes working for banks as well as financial services companies, with 14 years of analyzing and evaluating the financial strength and condition of companies in a variety of industries. This experience provides me with an in depth understanding of the markets and enables me to help identify characteristics of financially sound investments. My educational background includes a B.S. in Real Estate from Penn State and an MBA in Finance from Fairleigh Dickinson University.
Registered Investment Advisor (RIA).
Bonds, Dividend stock ideas & income, Energy stocks, Mutual funds, REITs, Retirement savings, Stocks - long, Stocks - short
Bonds For You, LLC
Bonds For You, LLC, an independent Registered Investment Advisor, provides investors with strategic fixed income and/or equity solutions that are customized to their specific goals, while complementing their overall investment portfolio, in achieving a balanced asset allocation. In executing this strategy, we
encourage our clients to invest with a long-term market perspective. Service and attention to detail are at the forefront of our client relationships. If you would like to learn more, please contact us at (888) 91-INVEST.
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has made a strong run since it's $8 price level in 2011, and has close to a 5% dividend if purchased at that level.
Mar 28, 2013
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