2020 has been a crazy year full of ups and downs. However, Independent Solutions Wealth Management would like to share some great news. We want to congratulate Paul Meeks, CFA for being elected to the CFA Society South Carolina Board. We are very proud of his achievements and look forward to his continued success in the financial industry.
Paul Meeks is best known for managing the largest technology funds during the dot-com bubble. Paul was recently elected to the CFA Society South Carolina Board. He brings over 30 years of research, equity analysis, industry expertise and portfolio management to the committee. Paul is often invited for guest appearances on CNBC TV’s Squawk Box & Squawk Alley. CNBC calls him a “Top Tech Investor” and a “Platinum Portfolio Manager”. Pauls many years of experience as a Chief Investment Officer and Chartered Financial Analyst, make him a valuable asset to our team.
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that have served CFA® charterholders and CFA® Program candidates locally for the last 15 years.
CFA Society South Carolina has over 100 members and is a member of society with CFA Institute. Our members are part of a global network of more than 150,000 finance and investment professionals in more than 150 countries and territories. Our goal is to make a difference in the future of the profession at the local level. If you want to learn more about CFA Society South Carolina, vis there website at www.cfasociety.org/southcarolina.
Watch Pauls most recent appearances on CNBC: Why This Stock Isn’t A Good Short-Term Investment says Paul Meeks
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Investment Advisory Services offered through Independent Solutions Wealth Management, LLC, an SEC Registered Investment Adviser.
All opinions expressed Paul Meeks are solely Meeks’ opinions and do not reflect the opinions of Independent Solutions Wealth Management, LLC (“ISWM”). You should not treat any opinion expressed by Meeks as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Meeks opinions are based upon information he considers reliable, but neither ISWM nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Meeks, ISWM, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this website. Meeks statements and opinions are subject to change without notice. No part of Meeks compensation from ISWM is related to the specific opinions he expresses. Past performance is not indicative of future results. Neither Meeks nor ISWM guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. Before acting on information, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from an investment adviser.
Paul Meeks is on CNBC’s Squawk Box to talk tech stocks in the market for 2021.
In light of the volitility we have seen throughout the course of 2020, Independent Solutions Wealth Management has been monitoring our strategies carefully and focusing on readying our portfolios for our next steps.