I am a deeply experienced private equity investor and former investment banker, at Donaldson Lufkin & Jenrette, Lane Berry (Founder and CEO), and at Raymond James. I started managing client assets four years ago with the objective of building a significant investment management business. I manage directly three proprietary equity portfolios using rules driven strategies. Our performance has been excellent, net of fees, typically 1%. We do financial planning gratis as a way to strengthen client relationships. You can Google me as I am a frequent guest on CNBC, Bloomberg, and Fox Business News.