Don't get fleeced by the markets like I did.

Don't get fleeced by the markets like I did.

I lost half my investment account in the 2008 stock market crash. We're talking hard-won earnings, up in smoke, just like that. My big-name financial advisor said, "Who could have seen that coming?" I thought, you, if you knew what you’re doing. Disillusioned, I vowed never to be blindsided again. I spent years learning about the financial markets and searched hard for competent professionals. Finally, I met a talented portfolio manager—one of the few who anticipated collapse. A Wall Street veteran with 20+ years experience as an analyst, investment banker, management consultant and entrepreneur, he brings a level of sophistication to active account management that few people ever experience. He’s so good, I went into business with him. We are fiduciaries, not tied to any set of products nor motivated by third-party offers. And for qualified clients, we only get paid when you make a profit.

See my personal account statements and compare my investment returns to yours.

Brainstorming