There are many opportunities for profit in a changing world. However, 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 employ a 4-step investment method shared by several top institutional investors. This process focuses on four distinct factors that can impact your investments. It seeks to:

  • Identify the biggest trends in the economy
  • Analyze government and central bank impacts
  • Dig into company and sector fundamentals
  • Respect the price trends of the markets

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 20 years of experience and relationships developed internationally due my media exposure with top investment minds.

I have built Bluemound to offer institutional quality investment advice at about one-third less cost to you. See summaries of the core Bluemound investment strategies here.

When you are ready, contact me and schedule an introductory call to talk about your needs and goals.