My RIA offers wealth advisory
My RIA offers wealth advisory services to UHNW investors, Aspiring HNW investors, Small Business Owners, and PreRetirees. We also provide investment strategy and research services to small and mid sized investment advisors, including portfolio advisory, equity and fund analysis, and due diligence on alternative assets such as hedge funds, private equity, and real estate.The Investment Strategist was initially started to guide DIY investors on Seeking Alpha to take a more strategic approach to investing than purely individual stock selection. My philosophy is that portfolio management is similar to cooking a gourmet meal, where the combination of ingredients, in their respective proportions, is better than an abundance of any one ingredient (or stock).After years of evaluating portfolios, it was evident that many investors put together a smorgasbord of ideas without regard to how they fit together or move together, creating very inefficient and risky portfolios. Polymorphisms (normal