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

Bluemound Asset Management, LLC is preparing to become a national firm and is on a significant growth track. We are seeking several key people to work towards becoming partners in the business and ultimately oversee their own small advisor groups which will yield additional compensation.

 

Director of Financial Planning

Seeking Certified Financial Planner to manage financial planning needs of the firm’s clients. You will be responsible for coordinating financial planning with lawyers, accountants and other important financial people in the lives of our clients, as well as, preparing financial plans.

Qualifications:

  • Empathy
  • Integrity
  • Excellent customer service skills
  • Willingness to break away from industry dogma
  • Significant experience working with clients approaching retirement
  • Experience working with business owners
  • Ability to raise or transfer $10 million of assets under management within 36 months

Compensation:

  • Percentage of firm revenue
  • Fee revenue from your 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 up to a 5% share of firm ownership

 

Investment Advisor Representative

Seeking up to 4 IARs who will become core members and partners of the firm. You will build your own book of business, receive leads from Bluemound Asset Management generally created from Kirk Spano’s writing and eventually oversee a small group of advisers.

Qualifications

  • Finance and/or economics background
  • Strong math skills and computer skills
  • Strong research and writing skills
  • Ability to work independently
  • Willingness to learn
  • Entrepreneurial attitude, ability to prioritize and emotional stability
  • Comfortable in sales situations and on the telephone
  • Ability to raise or transfer $10 million of assets under management within 36 months

Compensation:

  • Percentage of firm revenue
  • Fee revenue from your 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 up to a 5% share of firm ownership

 

Reading List for All Members of Firm:

Prior to interviewing

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

Prior to working

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

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 books to read of course, but these are core reads. Call us to discuss with Kirk whether Bluemound is right for you.

Bluemound founder, Kirk Spano, was tabbed “The World’s Next Great Investing Columnist”  by MarketWatch in 2011.

Read Kirk’s columns on:Kirk on MarketWatch

Webcasts

Kirk Spano discusses the markets and economics weekly. Available at your convenience on YouTube.

Schedule a Free 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.

Evaluate charities here.

Bluemound contributes 5% of all profit to various causes.