Mutual Fund Guru
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Mutual Fund Guru

Expert in: Mutual Funds    
Rating:
Languages: English
Chief Investment Officer of mutual fund research firm.
All sessions start FREE!
Online: $4.00 per minute ($240/hour) (Convert currency)
Email: $25 per email. (Convert currency)

Degrees

BA Economics, Brandeis University, Working on completion of MBA at the WP Carey School of Business at Arizona State University.

My Expert Service

My name is David and I can help you with your mutual fund questions. I am a research analyst and strategist that specializes in mutual funds. While I cannot provide individualized investment advice (asset allocation, tax strategies etc), I can help you evaluate funds for your portfolio. Feel free to ask me about a specific mutual fund and I will analyze it and let you know if I feel its a Buy or Sell. Make sure to include its symbol for a quicker response.

Experience & Qualifications

I have over 8 years experience researching mutual funds, their managers, ETFs and stocks. I currently cover the entire spectrum of publicly listed open & closed end mutual funds & ETFs. Please note that I do not cover annuity holdings or funds found in life insurance products. I write periodic investment columns analyzing mutual funds and their managers. I have also served as the Senior Analyst for 4 mutual fund newsletters and had previously spent 3 years assisting investment strategists & portfolio managers in managing mutual fund portfolios for high net worth clients.

Available Modes Of Communication

email/chat

Contact Mutual Fund Guru

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