investsense
investsense
| Forum role | Member since | Last activity | Topics created | Replies created |
|---|---|---|---|---|
| Member | Jan 19, 2011 (15 years) |
- | 1 | 0 |
- Forum role
- Member
- Member since
Jan 19, 2011 (15 years)
- Last activity
- -
- Topics created
- 1
- Replies created
- 0
Bio
I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.
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