Raymond M.

About Raymond M.

Changing the way the world thinks about business & money one day at a time. I am an entrepreneur that is dedicated to enriching people\'s lives with meaningful Investment opportunities. As I have done for more than 8 years, To accomplish this, I align myself with partners that both enhance and expand our offerings. Professional investing is made simple and affordable with smart technology. I will walk you through building yourself a personal, low cost portfolio and then put your money to work like the world\'s smartest investor. My philosophy is that the traditional advice of \"Buy and Hold\" is a bad idea. Do people really want to wait fifteen years for the market to recover its losses. What if you need some money before then. The 401k benefits are not in its best place now. Should we be fully invested in stock mutual funds or should we be fully invested in cash waiting for a solid market bottom? nobody really beats the market, instead of trying to pick winning stocks, I track the stock market as a whole and diversify your investments, smart diversification maximizes your returns and minimizes your losses. I will make sure your portfolio is precisely diversified every day. As an experienced skilled worker, I\'m ready to walk you through any financial questions you may have. Using low fee index funds and smart technology to reduce the human costs of actively-managed accounts.

Experience

1. Administration

   Coinbundle

   Jul 2014 — Present

   Client support and appointment schedule

Education

• Questrom School of Business, Boston University

  Master of Business Administration - MBA, Business Administration and Management, General

  1986 — 1990