“Confronted with a challenge to distill the secret of sound investment into three words, we venture the motto, MARGIN OF SAFETY.”
Benjamin Graham (Warren Buffett’s teacher and mentor)
A changing world presents both risk and opportunity. My investment approach employs a multi-disciplinary 4-step investment process borrowed from several highly successful multi-billion dollar investment firms:
- Identify secular economic trends.
- Analyze government and central bank policy.
- Fundamental analysis of industries and companies.
- Technical & quantitative analysis to help with buying and selling.
Bluemound is a boutique firm that pays special attention to its clients. I take only 3 or 4 new clients per month to give everyone the attention you deserve. Read on to see if you might like me to work for you.
Types Of Clients
Bluemound offers multiple investment strategies for different types of investors. My strategies are broken up into two categories:
- for non-accredited investors
- for accredited investors.
As defined by the Securities and Exchange Commission, Accredited Investors are generally considered to be more sophisticated and/or able to participate in certain types of investments. An accredited investor, in the context of a natural person, includes anyone who:
- earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
- has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).
Certifying an accredited investor requires verification of financial status. In order to proceed further, we must qualify candidates for these investment programs.
Non-Accredited Investors
I offer tactical ETF asset allocation strategies that are low cost and manage risk. I also offer stock strategies for those building long-term wealth, as well as, for retiree dividend income. Bluemound’s ETF portfolios can be blended with our stock portfolios based on your specific finances, goals and risk tolerance.
$100,000 minimum account size or $30,000 with $500 per month contributions.
Contact me today to discuss managing your investments.
Accredited Investors
I offer private separate account management that focuses on dividend paying stocks and the occasional high-yield debt opportunities. For those familiar with options, I offer a popular option selling strategy for generating additional retirement income. I also offer access to various hedge funds, private equity, 1031 vehicles and other alternative assets.
$500,000 minimum account size.
Contact me today to discuss protecting and enhancing your wealth management.
Financial Planning
Bluemound offers a top financial planning software to you for free. My experience is that you can do about 80% of your financial planning on your own with that software. It is a great exercise to do the basics yourself (and it saves you money) to become very comfortable with your finances.
I will work with you to build an investment plan based upon your financial planning. I will also act as a liaison to any specialists we deem necessary for more complex financial planning issues, i.e. accountants, lawyers, business brokers, etc…
