An investment advisor for over 35 years, Jeff has spent the last 23 years educating a wide variety of audiences including fellow advisors, individual investors, and 401(k) participants on the features and benefits of “asset class investing.” He has been writing monthly articles for his investment advisory firm’s Asset Class newsletter since July 1993. While the basic principles remain the same, he has dedicated the last five years to simplifying and distilling to their essence the complex theories underlying “indexing” and asset class investing through powerful images and interactive tools.
Jeff has presented these images and tools to hundreds of investment advisors based in the U.S., Great Britain, Germany, Belgium, Holland, Switzerland, Australia, and New Zealand. His use of “heat map” visualization techniques in particular has transformed the way advisors communicate the risk and expected returns of investing to their clients, resulting in more rational expectations and superior investment outcomes.
If you are interested in having Jeff speak at your next client event or to a group of 401(k) participants, please email firstname.lastname@example.org.