Benjamin Morgan

Benjamin Morgan Email and Phone Number

Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer. @
Benjamin Morgan's Location
San Francisco Bay Area, United States
About Benjamin Morgan

Benjamin is an experienced Senior Private Fund Creator, Manager, and Owner with over 25 years of experience in the financial services industry. My skills include Performance Improvement, Asset Management, Team Leadership, Portfolio Management, and Business Ethics. I have been trained at some of the best institutions, such as CBOE, PCX, and ML Stern.I specialize in providing sophisticated investors, accredited clients, and qualified institutional buyers with customized investment strategies that align with their unique personality, assets, and needs. My strategies have consistently exceeded market benchmarks in terms of growth, yield, and safety. Furthermore, I have a deep understanding of market trends and have been able to navigate through difficult market conditions such as the 2008 crash, where my client's accounts went up, not down. I have tested over 151,362 trading, investment models, and strategies in multiple time frames and continue to. I have conducted extensive research on historical and current market trends.I have a market historian background and have conducted 300 years of weekly American financial history research, as well as 8,000 years of global economics study. I continuously analyze current and historical charts, along with related economic, domestic, and global data to make informed decisions. I am a dedicated professional who only provides services to sophisticated investors, accredited clients and qualified institutional buyers. This is combined with cutting-edge Quant discipline that goes back to the mid 1990's. As a result of this, my clients were positive during the turmoil and descent in 2008. My value strategy has been forward-tested since 1998 and eclipsed all others in their results. My Small-cap Strategy eclipses the Russell3000 and finally. My latest strategy, which is adversity/chaos resistant, returns on average 2x-3x the yield of standard income benchmarks. Please do not hesitate to reach out to me if you find my profile and experience of interest.

Benjamin Morgan's Current Company Details
Lucrum Investment

Lucrum Investment

Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer.
Benjamin Morgan Work Experience Details
  • Lucrum Investment
    Senior Fund Manager
    Lucrum Investment Oct 1998 - Present
    San Francisco Bay Area
    Consult and Manage Investment accounts for Qualified Investors. With an average return far above national benchmarks.Safety over Performance. Performance above the Market. If you are an qualified investor with a minimum of $1mm to invest. Please, contact me directly to find out if we are an excellent match for your investing.
  • Liberty Group Llc
    Senior Financial Advisor
    Liberty Group Llc 2006 - 2008
    Fund Management, Client Education & Retention (asset's over $1M)
  • Ml Stern
    Financial Advisor
    Ml Stern 2004 - 2006
    Retirement Fund & Assets Manager for Qualified Investors (assets over $1M)Series 7, 66, RIA & Life
  • Lucrum Trading
    Ceo
    Lucrum Trading Jan 1998 - 2004
    San Francisco Bay Area
    Trained at CBOE & Pacific Exchange (PCX). One of the youngest and most successful Risk Adverse Options Traders.9/11 changed all that.Afterwards, I left solo trading and went to work with one of the top bond houses. ML stern. Where I built and managed multimillion-dollar portfolios protecting High Networth Retirees from the ravages of the market.

Benjamin Morgan Education Details

Frequently Asked Questions about Benjamin Morgan

What company does Benjamin Morgan work for?

Benjamin Morgan works for Lucrum Investment

What is Benjamin Morgan's role at the current company?

Benjamin Morgan's current role is Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer..

What schools did Benjamin Morgan attend?

Benjamin Morgan attended University Of Minnesota, Cboe, Pacific Exchange, University Of Wisconsin-Eau Claire.

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