by James Damschroder | January 13, 2023 | Portfolio ThinkTank
Clarity of goals: An IPS provides a clear and concrete set of investment goals that can be used to guide investment decisions. Risk management: An IPS can help to identify and manage risk by outlining the types of investments that are appropriate given the...
by James Damschroder | November 27, 2019 | Portfolio ThinkTank |
We exist to help investors… Investors who are smart enough to realize that they can create investment strategy themselves and smart enough to know that they can beat the averages, yet self-aware that it’s ok to get some help. We love tech-savvy investors and we...
by James Damschroder | July 9, 2019 | Portfolio ThinkTank |
My name is James I’ve been a B2B fintech executive for 19 years and sold millions of dollars of tech to professional investors. Now with Portfolio ThinkTank, I am changing teams. I want to help regular investors. Most investors get punished when they seek...
