Bluemound offers multiple investment programs designed to meet a variety of your needs and goals. We take into account your finances, experience, risk tolerance and time frame when helping you decide which strategy or strategies are appropriate for you. We manage assets in house, as well as, employ other great managers on your behalf as appropriate.
In today’s rapidly changing and complex world, Mr. Spano serves his client’s by filtering out the noise and focusing on the big picture. By utilizing research from some of the top institutional quality independent research services and relationships he has through his media exposure, Mr. Spano has been able to avoid the insular thinking found at so many other firms. This has led to a unique approach to managing risk and taking part in opportunity.
It is important that all investors who work with Bluemound understand our approach and methodology. We look at investing in a way that is similar to the most successful billionaire and institutional investors, not the way that the sales driven financial industry does. Click here to learn about our investment philosophy.
In the long run, we attempt to make money by doing four core things:
- We do everything possible not to expose ourselves to large permanent losses.
- We are very cautious in the selection of assets for our investment universe.
- We systematically attempt to buy low and sell high while managing risk.
- We control our emotions and are patient.
Contact us today to discuss your investment portfolio and have a free “risk review” with Kirk Spano.
There can be no assurance that any strategy will be successful in achieving its stated goals. All investments have a potential for loss of principal. Past performance is no guarantee of future results.
All accounts are separately managed in the client’s name at independent, insured and audited 3rd party custodians.