About

My experience goes way back into the 1970′s and 1980′s. I acted in several capacities, Profileessentially however, a stock and commodities broker. Subsequent to the brokerage, I spent about 5 years acting as a registered advisor, managing other peoples money on a discretionary basis as well as combined in a limited partnership arrangement. I say this to let you know you and I have a bit in common. I acted not a lot different from how you are acting now.

I am well aware, having been through it myself, that conflicts arise within you as an individual. Should I spend my time cold calling, gathering assets, playing golf (prospecting at the club), volunteering to meet people, etc. etc.? Or should I spend my time studying the markets, individual stocks, bonds, and commodities, then managing my clients money for them based upon my analysis of current conditions?

In the long run, you will do far better putting your clients interests before your own. If you have a plan to manage the monies involved, and follow that plan, all will be well served in the long run. You’ll do better spending your time gathering assets and managing the money with that sound plan.

My Goal for you: Build your business large enough so as to reduce cold prospecting (which everyone seems to hate) to a minimum. Manage client funds properly and receive referrals as a result. You do not need to outperform everyone else, that’s the trap we all fall into. You need to manage the funds well enough to satisfy you clients needs.

It is all about having a plan! No day trading, no need to be tied to a quote machine. just check once a week or once a month, see if action is required.

Currently I have two investment plans for you to work with:

  • ETF Rotation:Asset Class Rotation with Asset Class Timing
  • Fidelity Select Rotational

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