Otabek

CardShark Wrote:
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> @gjertsen ....how about this.
>
>
> Create, analyze, and implement financial &
> investment plans, encompassing tax strategies,
> strategic and tactical asset allocation analysis,
> security selection, capital needs-based retirement
> planning, and estate protection strategies.
>
> Create and analyze goal-based financial plans
> incorporating Monte Carlo simulations and stress
> testing.
>
> Formulate, review, and adjust Investment Policy
> Statements taking into consideration to client
> risk tolerance, return requirements, liquidity
> needs, time horizon, tax and legal status, and
> unique circumstances.
>
> Prepare, analyze, and present portfolio reports,
> covering performance attribution and future
> opportunities based on observed chronic market
> inefficiencies.

sounds great, thanks!