Submitted by The Investment Shadow
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Investment portfolio manager. BA Business, Gettysburg College, MBA, Professional Management, Pace University, Paul Harris Fellow, Phi Gamma Delta, AAII member & speaker, Steve Selengut has been a private investment portfolio manager since 1979 and is the CEO of Sanco Services Inc.
His life experience as an investor started in 1970, at age 25, when he was given the responsibility to manage a $70,000 portfolio. He developed an Asset Allocation Model then (decades before the concept became popular) that he still uses today, and a trading approach to investing that allowed him to retire from his position with a major insurance company and to start his own business at age 34.
In the twelve years from college, through institutional pension investment, and graduate school, Steve developed an appreciation of the complete Wall Street (political, social, and economic) environment. Using this understanding of the “playing field” (and a portfolio that provided all the income his family needed), he took his new investment ideas and concepts on the road.
Building an Investment Management business with no corporate sponsorship, no products to sell, and just two management clients was a daunting task. Fee-only personal investment management without mutual fund commissions or product sales was a revolutionary approach in 1979.
Steve developed a loyal following of dedicated clients, many of whom have been with him for most of his career--- the two who helped start the business in 1979 remain clients today. Many non-clients use his unique portfolio management methodology and a select few have taken advantage of his mentoring services.
He has published hundreds of investment (and tax reform) articles, and three investment books. He invented the Working Capital Model, developed the IGVSI, and has introduced many new investment concepts, including: Market Cycle Investment Management, The Investor's Creed, Smart Cash, the QDI, Base Income, Securities Buckets, and others.
Market Cycle Investment Management
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494
|Please read this disclaimer:|
Steve Selengut is registered as an investment adviser representative. His assessments and opinions are purely his own. None of the information presented here should be construed as an endorsement of any business entity; the information is only intended to be educational and thought provoking.
The Working Capital Model - Market Cycle Investment Management - Mentoring Program
Professional Investor/Manager Steve Selengut walks you through the Market Cycle Investment Management (MCIM) portfolio management process. He'll hold your hand, answer your questions, and do everything short of security selection as you learn how to run your own (or your client's) portfolio.
The Mentoring Program includes:
- The "Brainwashing" Book or E-Book
- A preliminary portfolio review and retirement ready planning session
- One hour of conversation per month.
The mentoring program is private
Headsets will make any on-line meeting experience much more productive.
CLICK HERE TO JOIN MY PRIVATE MAILING LIST
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|Please read this disclaimer:|
Steve Selengut is registered as an investment advisor representative. His assessments and opinions are purely his own and do not represent the views of any other entity. None of his commentary is or should be considered either investment advice or a solicitation of business. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be or should be construed as an endorsement of any entity or organization. The reader should not assume that any strategies, or investments mentioned are any more than illustrations --- they are never recommendations, and others will most certainly disagree with the thoughts presented in the article.