Scott Streed, CFP®

My objective, is to manage investment goals, and portfolios for clients . . . by matching and monitoring their investment needs, with their personal risk tolerance. This quantitative process takes the emotion out of investing. If you want to continue to buy-and-hold and pay no attention to your account, I don't have a problem with that.

My offer to you is that I may have the potential to make you a better investor by using technology to expand your choices, select them based on relative strength, and allocate them on a rules based non-emotional approach.

All it takes is 10 minutes of your time in front of your computer screen to explore some potential advantages to the techniques and procedures I can offer you. You have no obligation. 


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