Dan Remy, MBA, is the owner of Remax Financial Services engaged in Business Valuation and Financial Consulting to corporations and high net worth enterpreneurs and investors. He is a former Edward Jones Investment Executive, retired IBM corporate executive for business development, and a former Professor of Economics and Finance at N.Y.I.T., Long Island, NY.
Mr. Remy was the M&A Executive at Volkswagen AG in the acquisition of eight companies to bolster sagging car sales in the mid 1970s. At IBM, he led the startup of the Optical Storage business and was instrumental in the startup and marketing strategy for IBM Global Services shifting IBM market strategy from hardware/software to client services and ...More business consulting. Subsequently, he held Senior Principal Consultant positions at AT&T and Cisco Systems in business analysis and development.
Remax Financial maintains several investment portfolios that are Value and Dividend/Yield driven and optimized for vacillitudes and uncertainty in the current global economics and financial markets. The range of investment vehicles include: MLPs, Investment Trusts (energy+ all sectors), Preferred and common stock, Convertible Stocks/Bonds, ETFs, Corporate and Treasury Bonds, and Hard Asset holdings, The objective is to generate a steady dividend and yield income stream above 10 percent per annum using high Value investments with: low debt; free cash flow; low P/B P/S,and PEG; and, sustained ROE/ROA.
Remax Financial Services The Principal, Daniel P. Remy, MBA, has 35 years experience in the financial evaluation of companies for portfolio investment, M&A, and IPO preparation. As a former Business Development executive for VW and IBM Corporations and an Edward Jones investment manager, he brings a seasoned and honed view to ...More
investment decisions.
....................................................................................................
He brings that business executive experience to bear on creating portfolios comprised of high value companies with a reliable dividend income streams. He also consults to companies on business and market development strategies. Former clients included Cisco Systems, AT&T, DHL Worldwide, and foreign companies initiating start-up and diversification into U.S. markets.
....................................................................................................
The portfolio management philosophy is "Preservation of invested capital through diversification". Treasury and Corporate Bonds, Hard Assets provide safety during turbulent times. Diversification in countries with positive GDP growth, China, India, South America, are an integral part of the portfolio to provide value and growth potential.
....................................................................................................
The VALUEDIV portfolios are the investment vehicles offered. They are tailored to the client's risk profile. Individual portfolio management and corporate business development investments are the two segments of Remax Financial Services. These two synergistic segments offer a "real-world" unity of business perspective in evaluating alternative investments for the Client.
********************************************************************************
....................."Reality is the Best Measure of Value".......................
********************************************************************************
Blog
Currently, there are no blog details for VALUEDIV.
BOOK
Currently, there are no book details for VALUEDIV.
Mr. Remy was the M&A Executive at Volkswagen AG in the acquisition of eight companies to bolster sagging car sales in the mid 1970s. At IBM, he led the startup of the Optical Storage business and was instrumental in the startup and marketing strategy for IBM Global Services shifting IBM market strategy from hardware/software to client services and ...More