John Tringle Email & Phone Number

I am a Registered Investments Advisor with my own advisory firm. I manage my accounts through Charles Schwab. I have been managing money and helping investors for over 24 years. I have a Finance degree from St. John's University, a clean series 66 & 63, as well as Life, Accident, and Health insurance licensing. I have extensive product and service knowledge, excellent communication skills, and a passion for customer service. I build quality portfolios and use various techniques to maximize return and reduce risk. I specialize in managing investor psychology, helping clients to stay disciplined and focused on their goals. My experience is diverse, having worked for full service, discount, trading, banking, and independent brokerage firms. I believe in classic, tried and true investment methods, efficient market theory, and conservative hedging techniques to manage portfolios. These can include covered call writing, stop orders, and building cash reserves for future opportunities and market corrections; real strategies that can add value. I can also be wary of crowd mentality and will be nimble when appropriate, paying particular attention to economic news, market data, and current events.

Listed skills include Investments, Mutual Funds, Portfolio Management, Finance, and 28 others.