“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 1 or 2 new clients per week so that you 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 CommissionAccredited 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 two strategies that can be used together or separately:

  • ETF asset allocation strategies that are low cost and manage risk. A globally tactical approach to asset allocation that invests cyclically into long-term secular trends. Uses fundamental, technical and quantitative methodology to find intermediate term opportunities with long-term trends.
  • Growth stock portfolio that is complementary to my ETF portfolio or your retirement plan at work. Focuses on sustainable and 4IR growth companies (such as AI, VR/AR, 5G, space, biotech, blockchain…) with long-term ramps. Ideal for building long-term wealth through stock ownership.

Contact me today to discuss managing your investments.

Accredited Investors

I offer private separate account management that focuses on capital appreciation, wealth preservation and income generation. My time frame for generating long-term alpha is 3-5 years. There are two general portfolio types, although I will custom design yours based on your finances, existing assets and goals.

  • Retirement income portfolio that holds dividend paying stocks and engages in an income generating all-cap option selling strategy. I will occasionally also hold mispriced fixed income opportunities that have capital appreciation potential. $500,000 minimum account size.
  • Growth stock portfolio for potential generational wealth. Focuses on sustainable and 4IR growth companies (such as AI, VR/AR, 5G, space, biotech, blockchain…) with long-term ramps.

I also offer access to various hedge funds, private equity, 1031 vehicles and other alternative assets.

Contact me today to discuss protecting and enhancing your wealth management.

Financial Planning

Bluemound does not offer full service financial planning, however, does offer a top financial planning software to you for free. I provide general and incidental financial planning guidance consistent with your investment plan. I primarily work with you to build an investment plan based upon your existing financial planning. I will also help you find financial, estate, tax and business planning experts as necessary.