E3 Investments
Chief Investment Officer
Merrill Lynch May 1995 - Mar 2003
Vice President and Financial Advisor
Victoryshares/Victory Cemp Funds May 1995 - Mar 2003
Chief Portfolio Strategist, Victoryshares
Education:
Middle Tennessee State University (Mtsu) 1990
Hammond Baptist School 1986
Middle Tennessee State University (Mtsu)
COMPASS EFFICIENT MODEL PORTFOLIOS, LLC - Brentwood TN
International Classification:
G06Q 40/06
US Classification:
705 36 R
Abstract:
A method for generating an investment vehicle index including selecting a universe of investment vehicles and selecting, by a computer, out of the universe of investment vehicles, only those that meet at least one performance criteria, resulting in a first subset. The method also includes selecting, by the computer, out of the first subset, investment vehicles based upon at least one characteristic of the entity associated with each investment vehicles, resulting in a second subset. The method further includes weighting, by the computer, the second subset of investment vehicles based upon their standard deviation of volatility to generate an index of volatility-weighted investment vehicles.