The investment management industry has long focused on specializing in particular investment styles or investing in a specific style box. This methodology has led many professional and individual investors to dramatically underperform equity markets over time. In our experience, a style-agnostic approach leads to superior performance, a broader investment universe and better diversified investment portfolios.

You will learn…

Justin McNichols is the chief investment officer for Osborne Partners, has over 20 years of experience and became a principal of the firm in 2000. Previously, he was head of equity research at Wells Fargo Asset Management. McNichols has managed over $1 billion in separate account and mutual fund assets, and is a CFA charterholder. McNichols is a member of the CFA Society San Francisco and CFA Institute. McNichols received a B.A. in economics and a MBA in finance from the University of California, Irvine.

In listening to Kevin Simpson, you will get an insight on how a money manager digests and disseminates the constant market chatter to make clear decisive market moves no matter what the market cycle.  You will get a “look behind the curtain” in navigating a bull, bear or even a range bound market and find ways to still make money no matter the market climate.  Kevin will also discuss how historically you can hedge your portfolio in these incredibly sticky inflationary times.

Kevin Simpson is the CIO/Founder of Capital Wealth Planning, a $8B money manager based in Naples FL. The firm was founded almost 20 years ago with the premise of investing in blue-chip companies that have a history of raising their dividends and coupling it with covered call writing will lead to less volatility on the market and still achieve wealth over time.  The ability to share these two important investment strategies to help improve returns is a passion that Kevin enjoys sharing.