Steve was a private investment manager from 1979 through September of 2010, working primarily with individuals and small businesses. Now he does consulting work for an independent wealth management firm. He has always focused on individual securities. Steve invented, uses, and teaches his unique ...more

Steve was a private investment manager from 1979 through September of 2010, working primarily with individuals and small businesses. Now he does consulting work for an independent wealth management firm. He has always focused on individual securities. Steve invented, uses, and teaches his unique "Working Capital Model" and "Market Cycle Investment Management" methodology; he developed the process in the 1970's. He has developed several other proprietary concepts, including: the QDI, Smart Cash, The Investor's Creed, and Base Income. He also commissioned the development of the Investment Grade Value Stock Index, and the Value Stock Watch list. Steve has published several books and hundreds of investment and investment-politics articles. Specialties: Training related to a hands-on investment management methodology, portfolio restructuring, retirement income portfolios, investment education. In a Working Capital Model methodology world, there may well have been no 2008 to 2009 financial crisis. For more information, email: sanserve@aol.com, or call: 800-245-0494less