A risk managed approach to investment profits.
The world is changing faster than ever. This creates risks and opportunities. I offer an investment approach largely borrowed from some of the greatest investors. My goal is to navigate the flood of information to find great investment opportunties while managing risk. I use over 25 years of experience, extensive contacts developed through my national media exposure and a top AI to build you a winning portfolio.
Asset Allocation impacts most of your investment returns and risks. I use low cost ETFs to solve this equation. By investing less in shrinking parts of the economy, and more in the growing and value priced, we can have a better investment experience. I also offer an opportunity to add my top stock ideas for qualified investors looking for bigger profits.
If you have reached the point where you need professional investment management or believe it is time for a change, I am taking 3 to 5 new clients per month. I limit my intake to give you the personal attention that you deserve. Included with each engagement is access to an award winning financial planning software. Contact me to arrange a time to talk.
Bluemound Asset Management, LLC is a fiduciary acting in your best interests as a rule. Use the Login menu to register and have a complete look around.