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cstauffer » Profile

I am the Chief Investment Officer for EHD Advisory Services, Inc. located in Lancaster, PA. We actively manage customized investment portfolios for individuals and institutions. Our equity style is Opportunitic GARP, we are benchmark agnostic and typically hold anywhere from 25 to 35 equities. Our equity universe is internally generated utilizing proprietory screens and a qualitative selection criteria.
Snapshot
  • Portfolio manager
  • Trading frequency: Monthly
Interests:
  • Bonds
  • Stocks - long