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Houston, Texas Area, Texas United States

Investment Advisor & Money Manager serving individuals, business owners and family offices.

Finance / Banking / Insurance

WHAT I DO: Primarily use publicly traded stocks to: (i) help grow and protect assets, (ii) craft high growth investment portfolios for children and other young relatives, (iii) manage the rolled-over assets of 401(K) accounts, (iv) manage IRA accounts, (v) invest and manage sudden wealth (inheritance, settlements, other), and Review and assess private investment opportunities. HOW I DO IT: I create concentrated portfolios (30 companies maximum) of well researched and closely watched stock investments. I developed comprehensive computer software to uncover stock investment opportunities by reviewing, analyzing, and ranking over 6,000 stocks on a weekly basis based on historic performan...