“Compared to other financial advisers, I prefer Kevin because he designed his investment approach, as I understand it, to give returns close to the typical 70%stock/30%bond mix but with a big reduction in volatility from quarter to quarter. I trust his strategy because he has a long and successful track record in managing investments. His prior history includes being the lead manager of a Morningstar ranked 5-star fund, the RidgeWorth US Equity 130/30 I (SUEIX). Additionally, Kevin was Chief Investment Officer, Equities at Aeltus Investment Management where he was responsible for the firm’s $22 billion in equity assets under management and was lead portfolio manager on various mutual funds totaling $11 billion. Kevin has managed a significant portion of my investments for about 2 years and I have been pleased with the investment results.”
Investing
Investing
Investing
“Compared to other financial advisers, I prefer Kevin because he designed his investment approach, as I understand it, to give returns close to the typical 70%stock/30%bond mix but with a big reduction in volatility from quarter to quarter. I trust his strategy because he has a long and successful track record in managing investments. His prior history includes being the lead manager of a Morningstar ranked 5-star fund, the RidgeWorth US Equity 130/30 I (SUEIX). Additionally, Kevin was Chief Investment Officer, Equities at Aeltus Investment Management where he was responsible for the firm’s $22 billion in equity assets under management and was lead portfolio manager on various mutual funds totaling $11 billion. Kevin has managed a significant portion of my investments for about 2 years and I have been pleased with the investment results.”