o MANAGEMENT:
Mr. Daniel P. Remy, MBA, was formerly an Edward Jones investments manager and an IBM M&A business development executive. He has 35 years of experience in investing supported by 25 years of company valuation experience in acquisitions.
o INVESTMENT PHILOSOPHY:
To generate both income and capital growth through steadfast income producing investments.
o FINANCIAL SERVICES
- Business Valuation for M&A or IPO
- Manage the VALUEDIV Portfolios
- Individual & business financial plan
o THE "VALUEDIV" PORTFOLIOS
- Comprise Bonds, Stocks, ETF, MF, Fx
- Based on value and dividend income
- U.S. & Global targeted investments
- Customized for growth and income
" VALUE IS THE FOUNDATION OF WEALTH " |
