James E. Demmert

Founder – Managing Partner

Mr. Demmert has been managing investment portfolios for institutional and individual investors for over 20 years. He has experience in all aspects of investment management including equity and fixed income research, trading and portfolio management. He has particular expertise in macro-economic research and risk management and is responsible for creating the firm’s Active Risk Management processes. He is a seasoned wealth manager and is experienced in the areas of retirement, financial, estate and tax planning.

Mr. Demmert has been a featured speaker for a number of public organizations, including the American Association of Individual Investors (AAII). He has authored numerous articles on finance and investment management and his work has appeared in many financial publications including The Wall Street Journal, Barron’s, BusinessWeek and Fortune.

Mr. Demmert’s past experience includes positions with LF Rothschild and Lehman Brothers before starting his own firm in 1993. He graduated from Harvard University.

James is also the author of the newly published “The Journey to Wealth“, available on Amazon now. Visit the book site HERE.