Portfolio management consultant with more than 30 years of investment management experience. Focuses on a risk-managed approach to capital markets via modernized portfolio design and dynamic adaptation to ever-changing macro environments. Founder of Heritage Capital Research, an independent ...
more Portfolio management consultant with more than 30 years of investment management experience. Focuses on a risk-managed approach to capital markets via modernized portfolio design and dynamic adaptation to ever-changing macro environments. Founder of Heritage Capital Research, an independent investment research firm and most recently Chief Investment Officer for a $1.3 billion RIA firm.
less
Latest Comments
Quick Take: Confidence Abounds
The trend is your friend! So, yes, the bulls are in control. However, things are getting a bit stretched to the upside at this time.