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guardinvest

guardinvest
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ABOUT
Registered Investment Advisor managing about $75MM, most in "Balanced/Value" portfolios as of early 2013. Nearly 40 continuous years investing for clients as broker and advisor. Certified Financial Planner but what I really love is investment analysis. Strong Value orientation, but use technical analysis to choose entry and exit points. Portfolio turnover is about 30%/year.
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Weekly
  • Interests: Bonds, Dividend stock ideas & income, Energy stocks, Foreign stocks, Options, Retirement savings, Stocks - long, Stocks - short
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