Chief Investment Strategist
A Wall Street veteran, he has more than 20 years of experience as a research analyst, investment advisor, financial writer and portfolio manager.
Alex has been featured on The O’Reilly Factor, and has been profiled by The Wall Street Journal, BusinessWeek, Forbes, Kiplinger’s Personal Finance, C-SPAN and CNBC among others.
Alex is also the author of three bestsellers - The Gone Fishin’ Portfolio: Get Wise, Get Wealthy… And Get On With Your Life; The Secret of Shelter Island: Money and What Matters and Beyond Wealth: The Road Map to a Rich Life.
Energy and Infrastructure Expert
David's a degreed Electrical Engineer and before retiring at the age of 47, he served as Vice-President for Strategic Business at LTX Corporation. He was also Vice-President of Operations, Sales & Marketing for Quality Telecommunications, Inc. and now owns two successful businesses.
His success as an investor spans over
35 years in the energy and technology sectors and David is also a noted specialist in the semiconductor and telecommunications sectors.
David has appeared on Fox News Channel and was one of the first journalists to break the story on the commercial real estate crash.
The Global Equities & Emerging Markets Specialist
A Forbes Asia columnist and founder of Jetsetter Capital, Carl's a specialist on emerging and frontier markets. He is also an advisor to Leopard Capital, a frontier markets private equity firm. He represented the U.S. on the Board of Directors of the Asian Development Bank in Manila, Philippines after serving as a consultant on emerging capital markets with the U.S. Treasury and the U.S. Senate Finance Committee.
Carl is the author of four books including The New Global Investor and Red, White & Bold: The New American Century. His commentary on global and emerging markets has appeared in publications such as Investor’s Business Daily, Forbes, Fox, Fortune, CNBC, Barron’s, The Economist, and BusinessWeek.
Senior Income Analyst
Marc's investment career started out at the trading desk of Carlin Equities in San Francisco, CA. Marc has outperformed the S&P 500 and the S&P Healthcare Index by a wide margin...
As a Senior Analyst with Avalon Research Group, his buy recommendation gained 17.8% versus the S&P 500's 5.9%.
Marc also looked at the market with a journalist’s skeptical eye as a columnist for The Street, where he broke several stories on companies in the biotech sector. His contrarian rec's (including shorts) gained 12.6% annualized versus the S&P 500's gain of 0.5%.
Marc is the best-selling author of Get Rich with Dividends: A Proven System for Earning Double-Digit Return.