NAAIM Conference – Brad Hartman

A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets.  He uses dividend stocks, Closed End Funds, Preferred Stock, ETF’s and Mutual Funds, but no Short Selling.  He imploys options and options spreads to create hedges for his portfolios.

Add a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.