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I'm the Chief Investment Officer of Nerad + Deppe Wealth Managment, a fee-only Registered Investment Adviser based in sunny San Diego, CA. My responsibilities are centered on the strategy design, implementation, and ongoing management of our firms assets under management. I believe investing for success over the long-term is more than just a diversified pie chart and annual rebalancing.
Since 2006, I've had a fascination with charts and sheets - that is practicing technical analysis through charting, and giving history a microphone through quantitatively analyzing the historical returns of technical analysis setups through macro based Microsoft Excel worksheets. My goal is always to decipher markets, which I believe helps me align my clients portfolios in a prudent, defensible, and intelligent manner.
My goals for this blog are to think out loud by sharing my passion for charts and sheets, and to promote my firm's services and willingness to help the everyday retail client invest for success over the long-term.