Overview

Provide Discretionary Portfolio Management for the purpose of retirement income distribution and/or legacy. Invest primarily in ETFs or Mutual Funds (where applicable) and seek lower downside risk by the use of Beta risk ratio while seeking optimal upside potential by investing at sector or Industry levels.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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