A risk managed approach to investment profits.
The world is changing faster than ever. This creates risks, as well as, opens up opportunities. I offer an investment approach largely borrowed from some of the greatest investors. My goal is to navigate the secular trends looking for profits, while managing risk. By reducing our asset allocation to shrinking sectors, while increasing our investment holdings in growing and value priced industries, we can have a better investment experience.
For most investors, I use an "Intelligent" Asset Allocation using low cost ETFs. I also offer Separately Managed ESG Equity Accounts for qualified investors.
For DIY investors who subscribe to my investment letters, I offer investment consulting and coaching.
Bluemound Asset Management, LLC is a fiduciary acting in your best interests as a rule.