Portfolio Manager And Founder
CurrentProspect is a registered investment advisor (RIA) providing clients both equity and fixed income portfolio management services. We are a fee only adviser and manage our client assets on the Charles Schwab Institutional platform. We build our client’s portfolio with an emphasis on domestic equities but have significant exposure to international equities as well. Fixed income assets are managed primarily by using ETF’s, but we also selectively utilize mutual and closed end funds. We are value oriented investors and belief that the price one pays for an investment makes a significant difference in long-term performance. In addition, we provide equity research services to the Wells Capital Value group in New York.