In a world full of risk and uncertainty, finding an investment approach that truly protects your lifestyle and legacy is difficult. Any approach must provide enough growth and income to offset inflation, as well as, protect principal from permanent loss. Understanding value and long-term trends is paramount to making intelligent investment decisions.
Bluemound Asset Management uses extensive in house and outside expert fundamental research that is then paired with quantitative price trend analysis for every investment decision. This blended approach adds margins of safety that help prevent large permanent losses, while allowing us opportunity for market beating returns over full cycles.
Bluemound is a different type of investment firm. We are a fee-only registered investment adviser that acts as a fiduciary looking out for your best interest. We have no investment products to sell that would cause us the same conflicts of interest that most of the sales driven financial industry has. We are on the same side of the table as you are. We only make more when you do. Isn’t that how it should be?
Our founder, Kirk Spano, has been widely published, syndicated and broadcast in the media.
Find Kirk’s regular columns on MarketWatch.com of the Wall Street Journal Network.
In January 2012 I told people on MarketWatch not to miss the upside coming in American stocks. In June of 2014, I told people to sell their oil and gas stocks, most of which were cut in half by December 2014.
Today, I am telling people that the next few years are lining up for some very negative events in parts of the world that will effect your portfolio. In my special report “The Two Most Important Trades You’ll Ever Make — Avoiding the Next Crash & Investing in the Next Boom” I discuss how to protect yourself and how to preserve your lifestyle.
is a fee-only Registered Investment Adviser located in Greater Milwaukee, Wisconsin, founded by nationally recognized investment adviser and financial columnist Kirk Spano.
Bluemound is a uniquely structured firm designed to offer high level institutional advice at the low-end of the cost scale to families and businesses interested in security and freedom.
Please visit our “About” page to learn about working with Bluemound Asset Management.