Alan Wright Email & Phone Number

Professional BackgroundAlan has over 28 years in financial markets, with expertise in equities, bonds, mutual funds, and past experience in oil and natural gas trading. In his previous roles at major investment banks in Calgary and New York, Alan was an advisor to corporate clients such as oil and gas producers, industrial end users, utilities and hedge funds, managing their exposure to oil and gas price movement.Investment ApproachHaving learned that there are no rewards without risk, Alan seeks to optimize the risk/reward balance for his clients at Odlum Brown. Risk reduction can be achieved through diversification of holdings, disciplined adherence to stop-loss limits, and protective options strategies. In search of rewards, Alan confers with Odlum Brown's team of fundamental research analysts in identifying quality companies at good value. He then applies technical analysis to fine-tune his advice to clients for their investment decisions.In addition to the full range of equity and fixed income products, Alan is qualified to trade options products for clients for whom such products are suitable.Specialties: Qualified to trade equity options.

Listed skills include Equities, Trading, Fixed Income, Options, and 8 others.