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With 25 years of combined experience in the financial industry, my partner and I understand how capital markets work, inefficiencies created in these markets, and how we can take advantage of these inefficiencies for the benefit of our clients.By keeping our clients up to date whenever we make changes within their portfolio, they become very comfortable with our strategy, understand how our process works, and then see it all come to fruition. We utilize both a top down and a bottom up investing strategy. We also construct these portfolios utilizing our proprietary models which help us determine how to overweight/underweight sector weightings relative to the market, help calculate intrinsic value on multiple types of business models, and some models are used for risk analysis. These models, and portfolios, are updated regularly so we can make adjustments as needed to take advantage of mispricings.
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President And CeoTerminus, Llc.United States
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Private InvestorNur Medical Spa Jun 2023 - PresentNorth America -
Angel InvestorThe Covery Wellness Spa Jul 2020 - PresentNorth America -
Angel InvestorRegymen Fitness Jul 2019 - PresentNorth AmericaPresident/CEO Terminus Investment Management Co, Private Equity Investor Regymen Fitness, The Covery, NUR Medical Spa -
PartnerRegymen Fitness Jul 2019 - Jul 2023North America
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President/CeoTerminus, Llc. Jan 2010 - PresentGreater San Diego Area, Louisiana, Mississippi, Alabama & FloridaIn 2014, I have been chosen as one if the International Top 100 people working in the Finance industry. Terminus Investment Management. offers Discretionary Investment Management for High Net Worth Individuals, Corporations, Retirement Accounts (401k, 403b, IRAs, SIMPLE IRAs, Profit Sharing, SEP, etc.), Foundations, Trusts, etc. We specialize on investment origination, portfolio structuring, and execution through the use of our proprietary screenings models, SEC filings, industry contacts, & then construct a portfolio optimal for each client's needs constructing a client's portfolio to meet each client's individual needs and objective. Overall, we run a few different types of portfolios, but the individualization comes from the percentage of each portfolio we buy for our clients, which ia determined when we run a free portfolio analysis on all of a prospect's curreng holdings, review the difference in the before and after portfolio, and most importantly, explain why we recommend making these changes. We use a combination of multiple strategies to meet each client's objectives and risk tolerance. All our research is done in-house and the models we use for portfolio structure are proprietary, meaning you can't find our investment style anywhere else. We acquired another firm in 2013 and will continue to keep our clients happy by retaining a 0% client turnover.
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President/CeoRollins Real Estate Holdings Jun 2015 - PresentDallas/Fort Worth Area
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Managing Director/PartnerFrontier Investment Mgmt Co Jul 2003 - Dec 2009Dallas/Fort Worth Area, Louisiana, Mississippi, Alabama, & FloridaOfferings include fee based separate account management through individual stock and bond selection. Helped start, fund, and market our first exchange traded open ended mutual fund, the FIMCO Select Fund (FMCOX), which at one point was rated in the top 8% by Morningstar but shut down shortly after my current partner and I left the company, tailored fixed income management using 6 different fixed income strategies, 2 separate Hedge Fund Offerings for accredited investors, Concentrated Equity Position Management, and we offered a performance based pricing program where our fee is a minimal 50bp annually plus 2 different fee options were available: 1) 20% of the excess return of the S&P 500 annually (relative return), or 2) 20% of the excess return above 6% annually (absolute return). Our clients include high net worth and ultra high net worth Individuals, Corporations, Foundations, Retirement Plans (401k, 403b, SIMPLE, KEOGH, Profit Sharing Plans, Defined Benefit, etc.). Approximately 75% of broker/dealers utilized our services for their clients but their accounts were always custodied where the referral came from. While working for Frontier, I covered mostly the Southeast US independently, traveled other places if I was needed, and helped build this company from having $75 million in AUM to just under $1 billion in AUM in 6 years. -
Investment SpecialistCharles Schwab Jan 2000 - Jul 2003Baton Rouge, Louisiana AreaHelped clients with their investment portfolios through asset allocation and individual stock, bond, and mutual fund selections. -
Mutual Funds SalesFidelity Investments Jan 1997 - Jan 2000Dallas/Fort Worth AreaPromoted the vast number of mutual funds offered by Fidelity Investments, help explain the different characteristics of each mutual fund, and helped construct portfolios for clients by determining the correct asset mix of their investments based on each individual's circumstance in order to maximize their return per unit of risk.
Michael Rollins Skills
Michael Rollins Education Details
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Cfa Institute -
Minor In Management
Frequently Asked Questions about Michael Rollins
What company does Michael Rollins work for?
Michael Rollins works for Terminus, Llc.
What is Michael Rollins's role at the current company?
Michael Rollins's current role is President and CEO.
What is Michael Rollins's email address?
Michael Rollins's email address is mr****@****est.com
What is Michael Rollins's direct phone number?
Michael Rollins's direct phone number is +122528*****
What schools did Michael Rollins attend?
Michael Rollins attended Cfa Institute, Southeastern Louisiana University.
What skills is Michael Rollins known for?
Michael Rollins has skills like Asset Allocation, Portfolio Management, Investments, Mutual Funds, Equities, Investment Management, Finance, Fixed Income, Options, Hedge Funds, Financial Modeling, Asset Managment.
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Michael Rollins
Electrical Engineering And Computer Science Bs At Northern Arizona UniversitySanta Rosa, Ca1calix.com
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