Profiel
Michael Gary Ball worked as Lead Portfolio Manager at Weatherstone Capital Management, Inc. from 1991 to 2019.
Mr. Ball also worked as Managing Director & Portfolio Manager at Transform Wealth LLC.
Mr. Ball completed undergraduate studies at Utah State University.
Eerdere bekende functies van Michael Gary Ball
| Bedrijven | Functie | Einde |
|---|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Portefeuillebeheerder-Aandelen | 03-04-2025 |
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone actively manages investment strategies that are designed to reduce investment risk and generate higher returns for investors over a full market cycle, by adapting and adjusting the underlying holdings of the portfolios as market conditions change. The firm’s investment team looks for publicly traded, liquid investment vehicles such as low-cost exchange traded funds (ETFs), or traditional mutual funds. | Algemeen Directeur | 01-04-2019 |
Opleiding van Michael Gary Ball
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Finance |
Utah State University
Utah State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone actively manages investment strategies that are designed to reduce investment risk and generate higher returns for investors over a full market cycle, by adapting and adjusting the underlying holdings of the portfolios as market conditions change. The firm’s investment team looks for publicly traded, liquid investment vehicles such as low-cost exchange traded funds (ETFs), or traditional mutual funds. | Finance |
















