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Robert Frantz, Senior Vice President, Investment Officer
25 Main Street
Westlake, Ohio 41145
I am a licensed financial advisor with over 35 years of experience. I have counseled many of my clients through every stage of life.
Listening to my client's needs and financial expectations helps me guide their investment decisions.
t: view phone440-808-4513
w: http://www.robertfrantz.wfadv.com/index.cfm
Robert Frantz, Senior Vice President, Investment Officer offers the following products and/or services:
» Financial AdvisorsYou may reach me by calling : 440-808-4513 or 800-262-6564.
Making Investment Decisions
I have access to a tremendous amount of research and asset allocation methodology. Besides a very qualified team of analysts at Well Fargo Advisors, the firm also subscribes to several well-known research services. Additionally, I subscribe to Morningstar and their Stock Investor and Dividend Investor services.
Asset allocation has been Wall Street's mantra for years as has been the buy and hold mentality. Buy and hold works if you have many years ahead of you to invest and save. It becomes a greater challenge as you advance in age. The shifting Efficient Frontier curve is always changing and requires special attention. This is where I add value when managing my client's portfolios.
My investment decisions are guided by applying the prinicples of point and figuure charting and relative strength analysis. I use a highly disciplined approach which identifies the supply/demand position of the equity and bond markets. Point and figure charting has a history of 100 years and is still applicable today.
Hours of work
Call anytime
Locations
Serving clients nationwide. Ohio and Florida private consultations available.
Reviews
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