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Published on: 12/2/2007
Last Visited: 12/2/2007
Donovan is a seasoned trader with roots on Wall Street and has been involved in all aspects of the financial arena.Donovan is an author, educator and has lectured to over ten thousand people in six counties on five continents focusing on helping investors from all walks of life learn how to diversify their portfolios and practice good money management.Donovan has inspired and founded one of the fastest selling financial software's for trading, and has been one of the leading trainers in the world for international currency trading and investing.Donovan has held numerous professional licenses in the securities field starting in early 1991 and currently has an FINRA Series 24 license (General Securities Principal) and an Registered Investment Advisor representative with WHJR Associates, a Registered Investment Advisory firm.Donovan is also licensed as a Commodity Trading Advisor (CTA) with the National Futures Association (NFA).
Technology
Donovan uses state-of-the-industry technology systems encompassing the Modern Portfolio Theory as well a asset allocation modeling of Ibbotson & Associates of Chicago.This system offers customers enhanced Risk Tolerance Profiling capabilities to help determine proper asset allocation for your current and future portfolios These systems are designed to optimize portfolio performance with systematic re-balancing built in. However, asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Service
With over 14 years of Retail and Institutional investing experience Donovan has refined client relations to provide the best possible service with the most efficient time saving answers.Can you contact your broker 24 hours a day?Realizing people are emotionally attached to their money Donovan gives his clients 24 hour access to ask any question.Donovan's philosophy is all clients are created equal so as not to distinguish them based on the size of the account as is seen with many brokers and financial planner using the A, B, C client allocation model.Everyone is an A client with Donovan.