Bluemound Asset Management

A Better Way…

Kirk SpanoAccording to Warren Buffett, the top 2 investing rules are…

Rule No. 1: Never lose money. 

Rule No. 2: Never forget rule No. 1.

Bluemound Asset Management uses extensive in house and outside expert fundamental research that is then paired with mathematically driven technical 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. Learn more about our investment management approach below.

Our founder, Kirk Spano, has been widely published, syndicated and broadcast in these and other media… 

Avoiding the Next Crash & Investing in the Next Boom

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.Buffett

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. 

Request your free report today.

Employment

Director of Financial Planning

Seeking Certified Financial Planner to manage financial planning needs of firm clients. 

Qualifications:

  • Empathy
  • Integrity
  • Excellent customer service skills
  • Willingness to break away from industry dogma

Compensation:

  • Percentage of firm revenue, in addition to.
  • Fee revenue from your transferred book of business (if you are currently a registered representative, we will help you convert your business to fee-only and offer a very above industry standard split of fees.) 
  • Chance to earn a share of firm ownership.

 

Paid Intern / Junior Equity Analyst

Qualifications

  • Finance and/or economics background
  • Strong math skills and computer skills
  • Strong research and writing skills
  • Hours are two or three half days per week — flexible.
  • Ability to work independently
  • Willingness to learn
  • Entrepreneurial attitude, ability to prioritize and emotional stability

The person hired will perform investment research for the firm and investment publications I contribute to or am publishing. Intern will receive attribution/credit on publications. There is an opportunity for the right candidate to become nationally published and for full-time employment in the future. Pay is based on a per piece of research completed. Will work with your school to get your college credit.

 

Reading List for All Members of Firm:

Prior to interviewing

Liar’s Poker (Lewis), Intelligent Investor (Graham & Dodd)

Prior to working

The Big Short (Lewis), Beating the Street (Lynch), Common Stocks for Uncommon Profits (Fisher)

While working

Lords of Finance: The Bankers Who Broke the World (Ahamed), This Time is Different: Eight Centuries of Financial Folly (Rienhart & Rogoff), Manias, Panics and Crashes: A History of Financial Crises, Sixth Edition (Kindleberger & Aliber), The Alchemy of Finance (Soros), The Crash of 2008 and What it Means (Soros)

There are more of course, but these ten will get you through a summer or a semester. Even if you don’t come to work with Bluemound, you should read the listed books if you plan to be in finance. Contact Kirk directly for further details of this position and its potential.

Investment Portfolio Risk Review

Many investment portfolios are far riskier than owners have been led to believe.

Schedule a free “Investment Portfolio Risk Review” with our founder and MarketWatch columnist Kirk Spano. 

Find out how much risk your portfolio really has. 

Schedule your review here.

Bluemound Asset Management founder, Kirk Spano, was tabbed “The World’s Next Great Investing Columnist”  by MarketWatch.com of the Wall Street Journal network in 2011.

Read Kirk’s thoughts and observations on:Kirk on MarketWatch

Webcasts

Kirk Spano produces webcasts that discuss markets and economics, including quantitative trading analysis from an outside expert. Available at your convenience.

Watch and listen on YouTube.