Jeff has over 15 years of experience in the securities industry and spent the early part of his career at First Trust Portfolios, an Investment Firm based in Chicago, IL. While at First Trust, Jeff consulted with top Financial Advisors in New York City to recommend and implement specific investment strategies in their business models.
He was also a part of a sales team that launched multiple IPO's for different Exchange Traded Funds & Closed-End Funds while at First Trust. Jeff is a big proponent of having a rules-based approach as it pertains to investing. He believes in seeking investment opportunities through diligent market research, focusing primarily on market trends and Inter-market relationships.
He was also a part of a sales team that launched multiple IPO's for different Exchange Traded Funds & Closed-End Funds while at First Trust. Jeff is a big proponent of having a rules-based approach as it pertains to investing. He believes in seeking investment opportunities through diligent market research, focusing primarily on market trends and Inter-market relationships.
Services
In addition to managing money for individuals, families, and business owners we also work with small business and corporate retirement plans. We believe the retirement plan space has been misguided and neglected for many years based on an outdated plan design structure and a flawed client service model.
Webinars
Report
We discuss interest rates, inflation data, commodity prices, and continued deterioration of market breadth. We discuss market breadth, sector rotation, capital gains taxes & where we're seeing overall momentum. We also look into how the market has done in year two after major market shocks.
We walk through arguments for both a Bullish & Bearish viewpoint in addition to giving a small glimpse into a few of the tools that we utilize to help manage risk and volatility.
We walk through arguments for both a Bullish & Bearish viewpoint in addition to giving a small glimpse into a few of the tools that we utilize to help manage risk and volatility.
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