Personal Information
Organization / Workplace
Houston, Texas Area, Texas United States
Occupation
Investment Advisor & Money Manager serving individuals, business owners and family offices.
Industry
Finance / Banking / Insurance
Website
About
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...
Contact Details