Dale Hartt
Defensive investing that puts your future at the center of every decision. DM me or click below to schedule a free retirement account review ↓
- Role
- Investment Advisor and Commodities Trading Advisor at Stillwater Investing
- Location
- Bangor, ME, US
- LinkedIn followers
- 500 followers
About Dale Hartt
What I do:Help business owners and high-performing professionals build custom investment plans based on their specific preferences.My 4-step process:1. Have initial conversation to find out your needs2. Build a personalized plan and portfolio for you3. Manage it based on market conditions4. Check in with you at your preferred frequencyWhat to expect:• A durable, easy-to-stick-with portfolio• Management totally taken care of by me• Clear fees and consistent communication• A steady hand when markets get loudTo get started, hit the link in my bio or go to: stillwaterinvesting.com/get_started Disclosure: Investing involves risk, including loss of principal. This is not investment, legal, or tax advice.
Experience
Investment Advisor and Commodities Trading Advisor
Jan 2020 — Present · Bangor, ME, US
Wall Street is intimidating, confusing, and volatile, and potentially dangerous place for your money. For people that need help and/or answers, we created Stillwater Investing. Fiduciaries for people afraid of slicksters and their high commissions. Decisions guided by what is best for you, instead of fees. Get started with an ID and a few signatures. stillwaterInvesting.com Why save? Capital allows for options. Some examples:1. Ageing with independence and dignity.2. Freedom of movement. Go and live where you want.3. Turn ideas into action. Start a business or grow your current one.4. Leave behind more than bills.Investing is not guaranteed and accounts can lose money/value. The S&P 500(SPX)\'s three biggest drawdowns(Total Returns) since 1948 may help illustrate potential losses in stock markets: 12•••••••41%Please consider all risks to you and your situation carefully when investing.
Education
University of Maine
Bachelor's degree, Finance
2016 — 2019
Skills
- Leadership
- Public Speaking
- Team Building
- Microsoft Office
- Oracle Sql
- Tableau
- Css
- Html
- Mixed Martial Arts (Mma)
- Money Management
- Investments
- Thinking Outside the Box
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