We combine investment management with comprehensive financial planning to give you the best in private wealth management. In the late 20th century, I served the ultra-wealthy and business elite at a New York City hedge fund and at Stern Stewart & Co. - the EVA Company. Then, after the dot com stock market crash in 2000, I left Wall Street to serve individuals and their families.
Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?
Did you know that the average investor lost nearly half of her savings in the two market crashes in the first decade of the 21st century (2000 and 2008)?
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David is not only our founder but also our lead economist, finance consultant, portfolio manager, stock analyst, and stock market investor. MBA, Finance, Columbia University Graduate School of Business and BA, economics, Columbia University's Columbia College. Experience designing and conducting corporate finance education and EVA stock fund training for more than 6,500 corporate boards and financial and line managers.
Over the past decades, we've worked with thousands of investors and learned that even some CPAs, CFOs, and other financial professionals don't know the first thing about how to choose stocks. Our founder has a Columbia MBA in finance and has managed multi-million-dollar hedge funds. You can trust that we know what we're doing when it comes to choosing stocks of great companies.
Smart investors have noticed that fundamental problems arise where ownership and control of the modern corporation are separated. Managers control the firm and can make decisions that benefit themselves at the expense of the firm's owners. Our value-based investing method avoids stocks in companies whose managers' interests are not aligned with the interests of investors'.
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Nikos Rikos
Sep 16, 2018
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