StrategyTravis Raish, CFA is an investment manager, writer, teacher and public speaker.
He is the founder and managing member of Circa Capital, a fee-only financial advisory firm, and has over 17 years of experience in professional money management. His experience includes work as an Investment Analyst on a team responsible for over $3 billion of mutual fund and private client assets at Dreyfus Founders Funds. As a financial advisor, Travis works with his clients in a consultative way to find solutions to their unique needs and circumstances.
We used two words to describe 2011 in our year-end summary; negative and volatile. Our two words for 2012 could just as easily be positive and volatile. Let’s not forget, that 2011 started off like a shot out of the gate before our horse threw a shoe coming around the second turn. In that sense, it’s nice to have a positive quarter on which to reflect early in the year, but it’s a little early to cash in our two-dollar win tickets. The greatest investors known—Benjamin Graham, John Templeton, Warren…
The investment strategy you use matters materially when it comes to managing investments, and not all strategies perform equally well. As an investment manager, we use proven and timeless strategies for bringing value to our clients’ portfolios. However, even though our strategies are proven, they are not common. We incorporate three strategies in our effort to enhance returns, and reduce risk in our clients’ portfolios.
