Lee Munson

Founder and Chief Investment Officer of Portfolio, LLC.
Contributor's Links: Portfolio LLC Book: Rigged Money Follow Me on Twitter

Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client.
more

Following: 18 Followers: 167

ALL CONTRIBUTIONS

Munson On Fox
Tuesday, November 11, 2014 8:25 AM EDT
Fox Business Network's After The Bell Invites Portfolio Wealth Advisor Chief Investment Officer and financial expert Lee Munson his opinions on multiple topics. (Video Length: 00:14:40)
Watch
What Kills A Bull Market?
Monday, September 1, 2014 3:42 PM EDT
CNBC's Steve Liesman, and Lee Munson, Portfolio Wealth Advisors CIO, discuss how the Fed has impacted asset prices and if exiting QE will freak the stock market.
Watch
E-Cig's Risk To Big Tobacco Stocks And Bonds?
Tuesday, July 8, 2014 4:43 AM EDT
Market expert Lee Munson of Portfolio Wealth Advisors is asked to discuss why we care about E-cig's.
Watch
Emerging Markets Best Value?
Thursday, February 6, 2014 12:22 AM EDT
Contributor Lee Munson, founder of Portfolio Wealth Advisors is asked by Larry Kudlow to speak to America about emerging markets in this brief video (1:02).
Watch
Munson Minutes: What Is An Index?
Monday, January 27, 2014 8:12 PM EDT
Have your ever wondered what an index is? In this guide for beginners, let Lee Munson, Chief Investment Officer of Portfolio Asset Management tell you in about a minute.
Watch
A Risky Bond Exit Plan
Tuesday, December 31, 2013 12:55 PM EDT
A review of 47 bonds trades shows that what the treasurers office calls an exit strategy could be yet another risky bet.
Watch
All Posts

Comments

Latest Comments
Ignore Noise On China, Fed
7 years ago
Thanks, Jim!
1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
BKS Barnes & Noble Inc
EFTC EFTC Corporation
MSFT Microsoft Corporation
YHOO Yahoo! Inc.

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

CEO and Chief Investment Officer
Portfolio, LLC
January 2008 - Present (13 years 6 months)
Took a one person office to three offices across the southwest. After spending 14 hours a day building a business, I decided my time was better spent managing money for clients. In 2011 Lorraine Ell was put in charge of the day to day as COO of the firm. Since then we are bigger, more profitable across the table, and happier.
Vice President
Charles Schwab
April 2002 - January 2008 (5 years 11 months)
Schwab Private Client for New Mexico
Senior Vice President
Prime Charter, Ltd.
February 1998 - November 2000 (2 years 10 months)
Built and managed custom portfolios for high net worth individuals. Key trader for TFC Advisors, LLC and The Mother Lode Fund, LLC. Specialized in option strategies. Developed hedging strategies for institutional stock positions. Created monitization strategies for insiders in public companies.

Education

St. John's College (NM)
B.A.
1992 / 1997
Liberal Arts
Palm Desert High School
1988 / 1992

Publications

Rigged Money: Beating Wall Street at Its Own Game
Lee Munson
Wiley
12/06/2011
Rigged Money: Beating Wall Street at Its Own Game explains in detail how the financial industry has systematically worked to convince the public that investing across different asset classes is the only way to protect wealth. At one point this was probably sage advice, but today it's an outdated rule more likely to bring disaster than success. Since asset classes—from small caps and international stocks to gold and bonds—now overlap when it comes to risk and volatility parameters, the diversification effect is gone, and with it, any reason for spreading your money around. It's this change in the financial landscape, and the rules of the game, that Wall Street doesn't want you to know about, and that this book discusses.