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Advise an advisor...



November 13, 2009 – Comments (1)

As some of you know, I am an investment advisor representative. I lurk and sometimes post here to learn just like all of you. If nothing else, I have come to respect a great deal of you.  So, I am asking for a little insight. 

I have recently updated the investment management description on my website.  If you would be so kind to offer a critique, gently please, I would appreciate it.  Remember, I realize some of you du just fine on your own without paying somebody, but quite a few (most I'd say) outside of the foolish universe are not nearly as adept at handling their investments as many of you.

Here's how it starts...

Investment Philosophy

I believe that a small universe of experienced and well educated investment professionals using a disciplined process and sophisticated analytical tools can consistently add value to client portfolios.

At the core of adding value to investment portfolios are three concepts regularly ignored by the investing public and financial industry:


the rest is at on the investment management tab on the right.  Any insights are appreciated as I want to help the people I work with as best I can.  I think you can help me do that for them.

1 Comments – Post Your Own

#1) On November 13, 2009 at 10:32 AM, anticitrade (98.46) wrote:

I totally agree with your philosophy.  I like that you specify that you use a "disciplined process and sophisticated analytical tools". 

Good luck!

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