Independent Solutions Wealth Management invites you to join a virtual webinar to discuss the current and future market conditions.
You will hear from the Independent Solutions Investment Committee covering various topics such as:
-Recent and future market activity
-Historic market volatility
-The current state of the economy
-Portfolio management
-Investment strategies
-and more!
Licensed in 1996, Glenn always had a vision of how the industry should be. He has contributed to the growth and development of the company and its portfolios. Glenn’s many media appearances include the Wall Street Journal, NBC, ABC, CBS, WFTL, WBEN, WHAM & more.
Licensed in 1997, Mike launched now consults on the ISWM DOW Dividend portfolio. In 1999, he partnered with Glenn Wiggle launched the #1 Talk Radio Show in Western New York. Mike is an established business leader and popular conservative political commentator.
Licensed in 2000, Dan manages many mutual fund portfolios including the Neiman Large Cap Value Fund, and, the Neiman Opportunities Fund. His extensive knowledgeand expertise has led to many media appearances on CNBC, Bloomberg Radio, & more.
Perhaps best known for managing the largest technology stocks mutual funds franchise during the dot-com bubble, Meeks brings years of research, equity analysis and portfolio management to the team. He has appeared on CNBC, MSNBC, Bloomberg, TedTalks, & more. As a frequent guest on CNBC, he’s referred to as “Top Tech Investor” and a “Platinum Portfolio Manager”.
John has spent many years as a research analyst, portfolio manager and trader in the Equity and Fixed Income securities markets. John established the Growth at a Reasonable Price (GARP) portfolio and acts as the lead portfolio manager. He is a member of the CFA Institute and previous president of the CFA Society of Buffalo.
Licensed in 1994, David acts as the lead portfolio manager of the All Cap Growth Model. He makes frequent guest appearances on WBEN, WFTL, WHAM, iheart radio, and ABC’s Money Talks, to comment on the latest market news and offer his professional insight.
Michael’s many years of investment management experience, and, Masters in Finance, make him a valuable member of the committee. He also acts as the Chief Operations Officer at ISWM. Michael has made guest appearances on WBEN, WFTL, WHAM and the TV show “Money Talks”.
Joining Independent Solutions Wealth Management in 2021, Peter has worked in the finance industry for nearly 30 years with experience working for institutional investors ranging from pension and mutual funds, to designing custom portfolios for high-net-worth individuals. His responsibilities include a focus on portfolio strategy, security selection and asset allocation.
The Investment Committee members are frequently interviewed on nationally recognized media networks for their knowledge and expertise in the investment world.
Explore the various market commentary columns, and Committee Call archives for a look at how ISWM works to keep clients and an financial professionals informed.
Independent Solutions understands the various types of investors and how your needs and goals vary based on your overall portfolio. We have solutions for both accredited and retail clients.
