Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago, serving retail clients, and has created a FinTech company, Emotomy. A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing. The platform automatically executes the trades, with unique features in the Client Portal. It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.
Robert A. Stanger & Co.
MCI Megatel Capital
Tactical Investing With Joe Childrey of Probabilities Fund Management
Impact Investing With Fran Seegull of ImpactAssets
Oil, Gas and Real Estate Investing With Ryan Wright
Risk Managed Investing With Randy Swan
Closed End Fund Investing With Chris Lakumb of RiverNorth
Exploring Unique Alternative Investments with Don Deans
Tactical Investing With Andrew Gogerty of Newfound Research
Real Estate Investing with James Hanson
Market Neutral Investing With Gary DiCenzo of Cognios Capital
Equity Research With MarketDNA's Matthew Rossi
Long/Short Credit Investing With Guy Benstead
Evaluating Managed Futures Managers With Mark Melin
Isolating and Capturing Dividend Growth With Ryan Ballantyne
Inside Managed Futures With Roland Austrup
Seizing Tectonic Shifts in Real Estate With Gary Carmell
New Book - "Regulation A+, How the Jobs Act Creates Opportunities for Entrepreneurs and Investors"
Closed End Funds and Business Development Companies
Anfield Capital
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