Market
RIA
Member Level
Premier
Last Activity
this month
General
Location
Chattanooga, TN, US
Profile Type
Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$112,000.00
# of Accounts
24
Avg Client Age
66
Overview

Merge, or join. Manage more money: leverage my strong performance of 1) 11.0% net average annually over 29 1/2 years to more AUM, while 2) routinely raising cash equivalents in down markets. Merging my skills and record can compound increasing fees otherwise growing at a far slower rate. My strategy was developed after examining all key strategies available for sale globally and is distinguished additionally by 1) screening without bias the largest 1000 US-traded stocks, including about 270 foreign-headquartered stocks which are usually excluded from the S&P 500 and Russell 3000, 2) strict risk controls via balancing technical and fundamental analysis, applied to stock, subgroups, groups, sectors, and the stock market, 3) tax-advantaged capital gains via "cutting losses short and letting gains run."

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