I became involved in portfolio and asset management on the Registered Investment Advisor platform, growing my private client’s portfolios to over $300 million at both Fidelity Investments and Schwab Institutional Investments. My team also successfully manages assets for a number of financial advisors on the Fidelity and Schwab seperate account platform. My research-driven investment process includes both traditional fundamental analysis and quantitative metrics. I focus my efforts on identifying high quality investments whose financial strength and strategic vision provide maximum potential for long and short-term growth. My goal is to give readers the tools they need to successfully manage thier portfolios in both bull and bear markets.