This article is written by Lawrence, the publisher of The Portfolio Architect, with a focus on optimizing portfolio performance. He has over 25 years of experience managing private investor portfolios, starting as a financial consultant at Merrill Lynch in 1993, and later founding his own firm, Fuller Asset Management. Lawrence graduated from the University of North Carolina at Chapel Hill in 1992 with a BA in Political Science.
The information presented in this article is intended for educational purposes and for a broad audience. It is not an offer or solicitation for the sale or purchase of any particular security, investment, or investment strategy. Investment involves risks and is not guaranteed. Fuller Asset Management reasonably believes that the marketing in this article does not contain false or materially misleading statements or omissions of fact, nor does it create false or misleading implications regarding the Advisor’s services, investments, or customer experience.
It is essential to consider individual circumstances and market events, the nature and timing of investments, and the constraints associated before relying on past performance for specific investment advice. Fuller Asset Management does not provide tax, legal, or accounting advice and recommends consulting a qualified financial expert.
The opinions expressed in this article are subject to change without notice and are current as of the date of publication. They may not necessarily materialize due to changes in market or economic conditions. Past performance is no guarantee of future results, and no recommendation or advice is made as to whether any investment is suitable for any particular investor.
The views and opinions expressed herein are Lawrence’s and do not necessarily reflect those of Seeking Alpha, which is not a licensed securities dealer, broker, US investment advisor, or investment bank. Seeking Alpha’s analysts are third-party authors, including both professional and individual investors who are not licensed or accredited by any agency or regulatory body.