Clients of Bluemound Asset Management, LLC can read notes regarding our holdings, investment strategy and outlook in the list below. Please take a few moments per month to check in and review how I see our investments.

Clients can also use the following links to set-up phone calls with Kirk Spano or become more acquainted with Interactive Brokers which is our primary custodian. Please see the resources section for more information about our investment outlook and thoughts.

Client Links

I now take my calls by appointment for efficiency reasons. Please schedule a call here whenever you need to. 

Click here to use your client portal at Interactive Brokers.

Click here to set-up your cell phone for verification for viewing your account at Interactive Brokers.

Recent Portfolio Notes and Investment Thoughts