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I'm a former CPA and CFP who eventually morphed into a portfolio manager, and manages a combined $140 million in client and personal monies.
After over 17 years in the investment markets, I've learned that the best approach to trading and investing is one of humility. This can sometimes be a challenge for an adrenaline junkie who has scaled pinnacles like Devil's Tower and slain everything from pheasants to mountain lions and a wide variety of critters in between. (By the way, I always eat what I kill).
Due my preference for privacy, and the nature of my business, I prefer not to post specific information about my firm or myself. I am NOT looking for new clients or new business. My interest in joining
SA is solely to glean information and engage in stimulating online conversation and debate, that may be prove to be profitable for my investors and myself personally.
Registered investment advisor.
Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Gold, Options, REITs, Stocks - long, Stocks - short, Tech stocks
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