Individual investor. On double secret probation for commenting on SA articles, especially for pointing out that a portfolio that an RIA was using as an example of the kind of great advice he would provide had a drawdown of over 60%.
I am a partner in an investment management firm. I have been in the investment business since 1968 and have loved every minute of it. Our firm is a strategic investment manager for Tax-exempt organizations, trusts and high net worth individuals. We manage equities in thematic portfolios, such as investing in companies that will benefit from the aging of the population and since 1993, a proprietary tax efficient asset allocation program invested in ETFs.