David Potter from Platinum Wealth is here to talk about Analytics.
David Potter is the Founder and Executive Managing Partner of Platinum Wealth Partners headquartered in Tampa Florida. Over his 20 years of financial industry experience David has held multiple SVP positions at globally recognized firms before launching his own wealth management firm. David holds the Chartered Financial Analyst (CFA) designation.
My approach to investing is that there is no room for prediction and emotion in the investment process. I believe in a rules based approach where a screening process is used to select investments that match a client’s risk profile and long term objectives. What that means is our portfolios are built more on analysis and less on prediction. Success in our portfolios depends on our ability to be disciplined to a process as opposed to correct on a prediction as to where the markets will go.
Call today: 1-800-595-1039