“Wrote the definitive book for Objective Investing grounded in three decades of practical application.”
About
After a twenty-two year career as a financial advisor, area training manager, and branch manager for a major Wall Street firm, Mark moved to the institutional side as a Portfolio Manager in the Wealth Management and Trust Department of a major midwest bank. He was hired for his expertise with statistical analysis and his values-driven method that was a perfect fit for trust department fiduciaries.
While applying objective investing principles with his clients, Mark drew inspiration from Moneyball—the philosophy and methodology behind the 2002 Oakland Athletics' division-winning season. Operating on the second-lowest payroll in baseball after losing three star players to free agency, the team proved the value of focusing on what can be controlled, tuning out market noise, and defining success by what truly matters: your life.
Recognizing the transformative nature of this approach, Mark authored his definitive book, The Moneyball Method: A Middle-Class Manifesto for Objective Investing.
Through his book, and time spent with Mark, you will learn how Objective Investing applies to you through two sets of objective information that matter most: your values-driven cash-flow expectations and your asset-driven portfolio efficiency.
Ultimately, you will know exactly what you are doing as an investor — and why.