There are many opportunities for profit in a changing world. My investment approach and the philosophy of Bluemound Asset Management is to manage risk first.

"Confronted with a challenge to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY." - Benjamin Graham (Warren Buffett's teacher and mentor)

While many opportunities are simply cyclical repeats of the past, many opportunities are found within the evolution of the global economy. In those cases, as Wayne Gretzky said, I try to "skate to where the puck is going, not where it has been.”

I use a 4-step investment method that I have adopted from several of the most successful institutional investors I have found. These 4 steps are:

  • Identify secular economic trends.
  • Analyze government and central bank policy.
  • Fundamental analysis of industries and companies.
  • Technical analysis of price trends to guide buying and selling.

With my access to dozens of research teams and services, as well as, my independent research, you are getting multiple levels of expertise when I work for you. I have over 25 years of experience and relationships developed internationally due my media exposure with top investment minds.

Contact me today to discuss navigating these dynamic investment times.