Doug May

Background

About Doug May

Proactive Investment Management versus the typical "asset storage" approach to investing money. Flexible beta portfolios based utilizing a core individual stock portfolio linked to a dynamic stock and Exchange Traded Fund dynamic portfolio, supplemented with a "Wise Diversification" approach to diversifying into alternative investments, enable a much better approach to custom wealth management that makes it easier to reduce risk in turbulent markets. My goal is to take my 30 years of investment experience and serve others by providing objective investment advice. We aim to be the premier wealth management firm in Western Colorado, adjusting clients' risk exposure to the current market environment. Specialties: fixed income securities, proactive money management, wealth management, asset allocation, securities analysis, financial planning, charter schools, utility sector analysis, value investing, Exchange Traded Funds, mutual funds