Call 1.866.825.3005 for more information
- Founded 2012
- Company Name Green Valley Wealth
- Number of Employees 1
-
Website
http://avantgardewm.com/… -
Twitter
http://twitter.com/EricL… -
Blog
http://avantgardewm.com/… - 524 Union Street
- San Francisco
- California
- 94133
Eric Linser
Investment Adviser
Eric Linser, CFA, oversees the implementation of the model. Eric has been actively involved in investment management, research, and providing financial advice since 1990.
Investment style
The methods Eric employs are quantitative, thematic and contrarian. He pursues investment strategies across equity, fixed income, and alternative asset classes. Managing risk and ensuring adequate diversification are hallmarks of his investment philosophy.
How I got started
Eric started providing financial advice when he recognized that there were many people who lacked the knowledge and guidance needed to reach their retirement goals.
Investment models
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Eric Linser Eagle Portfolio
See full details- Allocation Strategy Long-Only
- Approach Quantitative
- Asset Class Equity
- Cap Bias Multi Cap
- Geography US
- Style Value
Performance-
6.5%90 day
-
16.9%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-6.7% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Uncertainty ahead, but here's reason for optimism
23 July 2012
Ultimately I believe that solutions will be found, compromises made, and the animal spirits of capitalism will overcome governmental ineffectiveness.
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