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Richard Shaw
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Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. QVM also operates the site www.StopAlerts.com and the site www.RationalRisk.com.
QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to do-it-yourself investors on an hourly fee basis.
The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance.
StopAlerts (which also publishes at Seeking Alpha under the user name StopAlerts) is a subscription service that tracks stock, ETF and mutual fund prices versus subscriber selected trailing percentage and/or fixed price criteria on an end-of-day basis, and that sends email alerts to subscribers when trigger prices are reached (the site offers a 30-day free trial).
RationalRisk publishes a monthly subscription letter about a rules-based selection of high quality dividend stocks (the site provides a sample letter).
Richard's extensive experience includes serving as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College.
QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to do-it-yourself investors on an hourly fee basis.
The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance.
StopAlerts (which also publishes at Seeking Alpha under the user name StopAlerts) is a subscription service that tracks stock, ETF and mutual fund prices versus subscriber selected trailing percentage and/or fixed price criteria on an end-of-day basis, and that sends email alerts to subscribers when trigger prices are reached (the site offers a 30-day free trial).
RationalRisk publishes a monthly subscription letter about a rules-based selection of high quality dividend stocks (the site provides a sample letter).
Richard's extensive experience includes serving as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College.
QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
| Trader Type: | Trader | |
| Preferred Approach: | Not Specific |