Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Green Valley Wealth Advisors’ Chief Investment Officer, Eric Linser, CFA, oversees the implementation of the model. Eric has been actively involved in investment management, research, and providing financial advice since 1990.
The methods we employ are quantitative, thematic and contrarian. We pursue investment strategies that set us apart from other investment firms. We manage strategies across equity, fixed income, and alternative asset classes. Managing risk and ensuring adequate diversification are hallmarks of our investment philosophy.
Green Valley Wealth Advisors was founded in mid 2009 by Eric Linser, CFA to provide individual investors with more knowledgeable guidance and counseling around wealth management. We realized there were many people who were utterly lacking the knowledge and guidance necessary to achieve a successful retirement. The firm is a fee-only Registered Investment Advisor and assists individuals, families, and businesses in need of sound counsel.
Important Information
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
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
Commodities demand should stay high
21 November 2011
Seeing particular opportunity in the energy space and Brazil.
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